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iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

661% more call options, than puts

Call options by funds: $6.73M | Put options by funds: $884K

183% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 65

35% more repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 413

7% more funds holding

Funds holding: 1,4251,519 (+94)

4% more capital invested

Capital invested by funds: $37.1B → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
+94
Holders Change %
+6.6%
% of All Funds
18.48%
Holding in Top 10
55
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.78%
% of All Funds
0.67%
New
184
Increased
556
Reduced
413
Closed
65
Calls
$6.73M
Puts
$884K
Net Calls
+$5.84M
Net Calls Change
-$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
651
Moors & Cabot
Massachusetts
$1.04M +$246K +2,559 +31%
BHIA
652
Birch Hill Investment Advisors
Massachusetts
$1.03M
VPIM
653
Vanguard Personalized Indexing Management
California
$1.03M +$160K +1,669 +19%
CCWA
654
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M
MI
655
Moneywise Inc
Virginia
$1.02M +$1.02M +10,629 New
WPW
656
Waldron Private Wealth
Pennsylvania
$1.02M -$19.8K -206 -2%
PS
657
Pinney & Scofield
Massachusetts
$1.02M
NL
658
NWAM LLC
Washington
$1.02M -$182K -1,889 -16%
OA
659
Operose Advisors
Wisconsin
$1.02M +$769 +8 +0.1%
OFP
660
OFC Financial Planning
New Jersey
$1.02M -$28.8K -300 -3%
MCM
661
Mill Capital Management
North Carolina
$1.01M +$173K +1,800 +21%
NB
662
NBT Bank
New York
$1.01M +$2.4K +25 +0.2%
RDFA
663
Ritter Daniher Financial Advisory
Ohio
$1.01M -$11.5K -120 -1%
CFWMA
664
Center for Wealth Management Advisory
Ohio
$1M +$1M +10,427 New
RWM
665
RKL Wealth Management
Pennsylvania
$998K +$2.21K +23 +0.2%
HIA
666
Harbor Investment Advisory
Maryland
$995K -$32.7K -340 -3%
Neuberger Berman Group
667
Neuberger Berman Group
New York
$989K -$29.6K -308 -3%
MAV
668
Mason & Associates (Virginia)
Virginia
$989K -$102K -1,064 -9%
PPF
669
Pacific Park Financial
California
$988K +$987K +10,262 New
NCM
670
Narwhal Capital Management
Georgia
$985K
PIA
671
Perennial Investment Advisors
California
$985K -$436K -4,531 -31%
UF
672
Univest Financial
Pennsylvania
$983K +$78.4K +815 +9%
ARC
673
Advisor Resource Council
Texas
$973K
CIA
674
Capital Investment Advisors
Georgia
$967K -$64.8K -674 -6%
BCG
675
Breakwater Capital Group
New Jersey
$962K +$96 +1 +0%