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iShares Russell Mid-Cap ETF

1,487 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 165 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
1,487
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
BW
726
BIP Wealth
Georgia
$799K
AWA
727
AmeriServ Wealth Advisors
Pennsylvania
$794K
BFIM
728
Beese Fulmer Investment Management
Ohio
$790K
QCM
729
QRG Capital Management
Illinois
$788K
BFA
730
Beaumont Financial Advisors
Massachusetts
$786K
ESB
731
Essex Savings Bank
Connecticut
$784K
GS
732
GWN Securities
Florida
$781K
AC
733
AlphaCore Capital
California
$781K
NEPPG
734
New England Professional Planning Group
Rhode Island
$780K
FCFC
735
First Commonwealth Financial Corp
Pennsylvania
$777K
SSWM
736
Smith Salley Wealth Management
North Carolina
$776K
MLL
737
Moody Lynn & Lieberson
Massachusetts
$774K
BCM
738
Brasada Capital Management
Texas
$773K
SIAS
739
Summit Investment Advisory Services
Minnesota
$772K
FA
740
Fermata Advisors
California
$770K
OWP
741
Obermeyer Wealth Partners
Colorado
$767K
MWM
742
Mission Wealth Management
California
$765K
AWM
743
Angeles Wealth Management
California
$764K
TWP
744
Triad Wealth Partners
Kansas
$764K
PIA
745
Polaris Investment Advisors
Massachusetts
$764K
MF
746
Montis Financial
Massachusetts
$763K
OC
747
Opal Capital
Florida
$761K
W
748
Wealthquest
Ohio
$760K
GC
749
Grimes & Company
Massachusetts
$759K
WFA
750
Wellspring Financial Advisors
Ohio
$759K