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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
BHWM
701
Bar Harbor Wealth Management
New Hampshire
$879K
BCM
702
Buckhead Capital Management
Georgia
$878K
GA
703
Goldstein Advisors
Wisconsin
$877K
MWM
704
Modern Wealth Management
Kansas
$873K
BWM
705
Baron Wealth Management
Michigan
$871K
CFFP
706
Center for Financial Planning
Michigan
$868K
FBB
707
Fulton Breakefield Broenniman
Maryland
$862K
Empower Advisory Group
708
Empower Advisory Group
Colorado
$860K
LP
709
LGL Partners
Pennsylvania
$860K
EWM
710
Empirical Wealth Management
Washington
$858K
PFWA
711
Paces Ferry Wealth Advisors
Georgia
$858K
KCM
712
Kanawha Capital Management
Virginia
$848K
LDB
713
Lee, Danner & Bass
Tennessee
$844K
SC
714
Sapient Capital
Indiana
$842K
MCM
715
MidAtlantic Capital Management
Virginia
$842K
FIA
716
Foundations Investment Advisors
Arizona
$842K
BLC
717
Brown, Lisle/Cummings
Rhode Island
$838K
IF
718
Ironwood Financial
Arizona
$835K
CAC
719
Certified Advisory Corp
Florida
$831K
ANBT
720
American National Bank & Trust
Texas
$830K
PFG
721
Pacific Financial Group
Washington
$829K
TCA
722
Transcend Capital Advisors
New Jersey
$826K
PWS
723
Precision Wealth Strategies
Missouri
$821K
SPC
724
Spirepoint Private Client
Florida
$820K
FFB
725
First Financial Bankshares
Texas
$817K