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iShares Russell Mid-Cap ETF

1,502 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 175 funds opening new positions, 556 increasing their positions, 408 reducing their positions, and 65 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 (+$1.61B)

0.62% more ownership

Funds ownership: 82.62%83.24% (+0.62%)

10% less funds holding in top 10

Funds holding in top 10: 5852 (-6)

Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
GWANC
676
Guardian Wealth Advisors (North Carolina)
North Carolina
$933K
NSIM
677
North Star Investment Management
Illinois
$930K
WP
678
WealthShield Partners
North Carolina
$930K
VAS
679
Vestmark Advisory Solutions
Massachusetts
$929K
MYIA
680
Mount Yale Investment Advisors
Colorado
$929K
MWA
681
Midland Wealth Advisors
Illinois
$927K
SWM
682
Selective Wealth Management
Virginia
$926K
AWA
683
American Wealth Advisors
Georgia
$926K
HSWS
684
Higgins & Schmidt Wealth Strategies
Colorado
$921K
AAG
685
Asset Advisory Group
New Jersey
$919K
IAS
686
Insigneo Advisory Services
Florida
$917K
WPC
687
Wedmont Private Capital
Pennsylvania
$916K
PMFA
688
Plante Moran Financial Advisors
Michigan
$914K
MA
689
MCF Advisors
Kentucky
$907K
PP
690
Patten & Patten
Tennessee
$905K
BFA
691
Beacon Financial Advisory
Ohio
$904K
LIM
692
Leavell Investment Management
Alabama
$898K
PL
693
Parthenon LLC
Kentucky
$898K
KLI
694
Kelman-Lazarov Inc
Tennessee
$892K
DIA
695
Dana Investment Advisors
Wisconsin
$890K
STA
696
Summit Trail Advisors
New York
$890K
CWM
697
Circle Wealth Management
New Jersey
$890K
HAP
698
Harbor Asset Planning
Massachusetts
$884K
GM
699
GeoWealth Management
Illinois
$881K
IAIM
700
International Assets Investment Management
Florida
$880K