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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
VCP
676
Vista Capital Partners
Oregon
$957K +$253K +2,631 +36%
BWP
677
Burling Wealth Partners
Illinois
$956K
JHCP
678
Jackson Hole Capital Partners
Oklahoma
$956K
Vontobel Holding
679
Vontobel Holding
Switzerland
$955K
JIP
680
Jaffetilchin Investment Partners
Florida
$955K +$53.6K +558 +6%
CWP
681
Cyndeo Wealth Partners
Florida
$949K +$30.1K +313 +3%
SCM
682
SB Capital Management
California
$949K +$947K +9,854 New
GWANC
683
Guardian Wealth Advisors (North Carolina)
North Carolina
$933K +$25.7K +267 +3%
NSIM
684
North Star Investment Management
Illinois
$930K
WP
685
WealthShield Partners
North Carolina
$930K +$410K +4,262 +79%
MYIA
686
Mount Yale Investment Advisors
Colorado
$929K +$928K +9,650 New
VAS
687
Vestmark Advisory Solutions
Massachusetts
$929K +$928K +9,650 New
MWA
688
Midland Wealth Advisors
Illinois
$927K -$385 -4 -0%
SWM
689
Selective Wealth Management
Virginia
$926K
AWA
690
American Wealth Advisors
Georgia
$926K -$10.5K -109 -1%
HSWS
691
Higgins & Schmidt Wealth Strategies
Colorado
$921K -$4.71K -49 -0.5%
AAG
692
Asset Advisory Group
New Jersey
$919K +$917K +9,541 New
IAS
693
Insigneo Advisory Services
Florida
$917K -$160K -1,659 -15%
WPC
694
Wedmont Private Capital
Pennsylvania
$916K +$251K +2,608 +39%
PMFA
695
Plante Moran Financial Advisors
Michigan
$914K
MA
696
MCF Advisors
Kentucky
$907K +$76.3K +794 +9%
PP
697
Patten & Patten
Tennessee
$905K
BFA
698
Beacon Financial Advisory
Ohio
$904K -$4.04K -42 -0.4%
LIM
699
Leavell Investment Management
Alabama
$898K -$26.9K -280 -3%
PL
700
Parthenon LLC
Kentucky
$898K