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iShares Russell Mid-Cap ETF

1,485 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
1,485
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
Cerity Partners
51
Cerity Partners
New York
$82.8M
AFG
52
Albion Financial Group
Utah
$82.2M
CA
53
Clearstead Advisors
Ohio
$73.6M
FMI
54
Factory Mutual Insurance
Massachusetts
$73M
NP
55
NorthRock Partners
Minnesota
$69.2M
ICMARC
56
International City Management Association Retirement Corp
District of Columbia
$67.6M
Osaic Holdings
57
Osaic Holdings
Arizona
$66.3M
MRC
58
Millburn Ridgefield Corp
New York
$66M
CCA
59
Catalyst Capital Advisors
New York
$66M
BPWM
60
Badgley Phelps Wealth Managers
Washington
$65.9M
Franklin Resources
61
Franklin Resources
California
$64.2M
CBB
62
Citizens Business Bank
California
$63M
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
$58.6M
Corient Private Wealth
64
Corient Private Wealth
Florida
$55.4M
Comerica Bank
65
Comerica Bank
Texas
$53.4M
SPIA
66
Steward Partners Investment Advisory
New York
$50.9M
HighTower Advisors
67
HighTower Advisors
Illinois
$50.3M
FFA
68
First Foundation Advisors
California
$49.9M
SYBT
69
Stock Yards Bank & Trust
Kentucky
$49.8M
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$48.3M
MMA
71
Miracle Mile Advisors
California
$47M
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$45.9M
HNB
73
Huntington National Bank
Ohio
$45.8M
Principal Financial Group
74
Principal Financial Group
Iowa
$44.2M
SIA
75
Stegner Investment Associates
Kentucky
$42.6M