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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
KLI
701
Kelman-Lazarov Inc
Tennessee
$892K +$190K +1,981 +27%
DIA
702
Dana Investment Advisors
Wisconsin
$890K +$118K +1,231 +15%
STA
703
Summit Trail Advisors
New York
$890K +$433K +4,500 +95%
CWM
704
Circle Wealth Management
New Jersey
$890K +$385 +4 +0%
HAP
705
Harbor Asset Planning
Massachusetts
$884K +$3.56K +37 +0.4%
GM
706
GeoWealth Management
Illinois
$881K -$69K -718 -7%
IAIM
707
International Assets Investment Management
Florida
$880K +$375K +3,899 +74%
BHWM
708
Bar Harbor Wealth Management
New Hampshire
$879K +$330K +3,430 +60%
BCM
709
Buckhead Capital Management
Georgia
$878K +$127K +1,325 +17%
GA
710
Goldstein Advisors
Wisconsin
$877K -$39K -406 -4%
MWM
711
Modern Wealth Management
Kansas
$873K +$872K +9,073 New
BWM
712
Baron Wealth Management
Michigan
$871K +$15.7K +163 +2%
CFFP
713
Center for Financial Planning
Michigan
$868K +$1.06K +11 +0.1%
FBB
714
Fulton Breakefield Broenniman
Maryland
$862K -$2.4K -25 -0.3%
CWGL
715
Cedrus Wealth Group LLC
Minnesota
$861K +$860K +8,948 New
Empower Advisory Group
716
Empower Advisory Group
Colorado
$860K +$137K +1,421 +19%
LP
717
LGL Partners
Pennsylvania
$860K +$3.46K +36 +0.4%
EWM
718
Empirical Wealth Management
Washington
$858K
PFWA
719
Paces Ferry Wealth Advisors
Georgia
$858K +$1.44K +15 +0.2%
KCM
720
Kanawha Capital Management
Virginia
$848K -$26.4K -275 -3%
LDB
721
Lee, Danner & Bass
Tennessee
$844K +$30.9K +321 +4%
SC
722
Sapient Capital
Indiana
$842K +$21.2K +221 +3%
MCM
723
MidAtlantic Capital Management
Virginia
$842K -$1.44K -15 -0.2%
FIA
724
Foundations Investment Advisors
Arizona
$842K +$577 +6 +0.1%
BLC
725
Brown, Lisle/Cummings
Rhode Island
$838K