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iShares Russell Mid-Cap ETF

1,486 hedge funds and large institutions have $38.7B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 553 increasing their positions, 408 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $37.1B → $38.7B (+$1.53B)

0.46% more ownership

Funds ownership: 82.62%83.08% (+0.46%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

Holders
1,486
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.73M
Puts
$884K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
651
Ritter Daniher Financial Advisory
Ohio
$1.01M
RWM
652
RKL Wealth Management
Pennsylvania
$998K
HIA
653
Harbor Investment Advisory
Maryland
$995K
Neuberger Berman Group
654
Neuberger Berman Group
New York
$989K
MAV
655
Mason & Associates (Virginia)
Virginia
$989K
PPF
656
Pacific Park Financial
California
$988K
NCM
657
Narwhal Capital Management
Georgia
$985K
PIA
658
Perennial Investment Advisors
California
$985K
UF
659
Univest Financial
Pennsylvania
$983K
ARC
660
Advisor Resource Council
Texas
$973K
CIA
661
Capital Investment Advisors
Georgia
$967K
BCG
662
Breakwater Capital Group
New Jersey
$962K
VCP
663
Vista Capital Partners
Oregon
$957K
BWP
664
Burling Wealth Partners
Illinois
$956K
JHCP
665
Jackson Hole Capital Partners
Oklahoma
$956K
Vontobel Holding
666
Vontobel Holding
Switzerland
$955K
JIP
667
Jaffetilchin Investment Partners
Florida
$955K
CWP
668
Cyndeo Wealth Partners
Florida
$949K
SCM
669
SB Capital Management
California
$949K
GWANC
670
Guardian Wealth Advisors (North Carolina)
North Carolina
$933K
NSIM
671
North Star Investment Management
Illinois
$930K
WP
672
WealthShield Partners
North Carolina
$930K
VAS
673
Vestmark Advisory Solutions
Massachusetts
$929K
MYIA
674
Mount Yale Investment Advisors
Colorado
$929K
MWA
675
Midland Wealth Advisors
Illinois
$927K