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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
FBB
701
Fulton Breakefield Broenniman
Maryland
$862K
Empower Advisory Group
702
Empower Advisory Group
Colorado
$860K
LP
703
LGL Partners
Pennsylvania
$860K
EWM
704
Empirical Wealth Management
Washington
$858K
PFWA
705
Paces Ferry Wealth Advisors
Georgia
$858K
KCM
706
Kanawha Capital Management
Virginia
$848K
LDB
707
Lee, Danner & Bass
Tennessee
$844K
SC
708
Sapient Capital
Indiana
$842K
MCM
709
MidAtlantic Capital Management
Virginia
$842K
FIA
710
Foundations Investment Advisors
Arizona
$842K
BLC
711
Brown, Lisle/Cummings
Rhode Island
$838K
IF
712
Ironwood Financial
Arizona
$835K
CAC
713
Certified Advisory Corp
Florida
$831K
ANBT
714
American National Bank & Trust
Texas
$830K
PFG
715
Pacific Financial Group
Washington
$829K
TCA
716
Transcend Capital Advisors
New Jersey
$826K
PWS
717
Precision Wealth Strategies
Missouri
$821K
SPC
718
Spirepoint Private Client
Florida
$820K
FFB
719
First Financial Bankshares
Texas
$817K
CW
720
Curio Wealth
Maryland
$812K
GWS
721
Glassman Wealth Services
Virginia
$808K
RPGK
722
Retirement Planning Group (Kansas)
Kansas
$807K
BIM
723
Baldwin Investment Management
Pennsylvania
$805K
SCI
724
S&CO Inc
Massachusetts
$803K
PGAM
725
Princeton Global Asset Management
New Jersey
$801K