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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
SWM
676
Selective Wealth Management
Virginia
$926K
AWA
677
American Wealth Advisors
Georgia
$926K
HSWS
678
Higgins & Schmidt Wealth Strategies
Colorado
$921K
AAG
679
Asset Advisory Group
New Jersey
$919K
IAS
680
Insigneo Advisory Services
Florida
$917K
WPC
681
Wedmont Private Capital
Pennsylvania
$916K
PMFA
682
Plante Moran Financial Advisors
Michigan
$914K
MA
683
MCF Advisors
Kentucky
$907K
PP
684
Patten & Patten
Tennessee
$905K
BFA
685
Beacon Financial Advisory
Ohio
$904K
LIM
686
Leavell Investment Management
Alabama
$898K
PL
687
Parthenon LLC
Kentucky
$898K
KLI
688
Kelman-Lazarov Inc
Tennessee
$892K
DIA
689
Dana Investment Advisors
Wisconsin
$890K
STA
690
Summit Trail Advisors
New York
$890K
CWM
691
Circle Wealth Management
New Jersey
$890K
HAP
692
Harbor Asset Planning
Massachusetts
$884K
GM
693
GeoWealth Management
Illinois
$881K
IAIM
694
International Assets Investment Management
Florida
$880K
BHWM
695
Bar Harbor Wealth Management
New Hampshire
$879K
BCM
696
Buckhead Capital Management
Georgia
$878K
GA
697
Goldstein Advisors
Wisconsin
$877K
MWM
698
Modern Wealth Management
Kansas
$873K
BWM
699
Baron Wealth Management
Michigan
$871K
CFFP
700
Center for Financial Planning
Michigan
$868K