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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
CW
726
Curio Wealth
Maryland
$812K
GWS
727
Glassman Wealth Services
Virginia
$808K
RPGK
728
Retirement Planning Group (Kansas)
Kansas
$807K
BIM
729
Baldwin Investment Management
Pennsylvania
$805K
SCI
730
S&CO Inc
Massachusetts
$803K
PGAM
731
Princeton Global Asset Management
New Jersey
$801K
BW
732
BIP Wealth
Georgia
$799K
AWA
733
AmeriServ Wealth Advisors
Pennsylvania
$794K
BFIM
734
Beese Fulmer Investment Management
Ohio
$790K
QCM
735
QRG Capital Management
Illinois
$788K
BFA
736
Beaumont Financial Advisors
Massachusetts
$786K
ESB
737
Essex Savings Bank
Connecticut
$784K
GS
738
GWN Securities
Florida
$781K
AC
739
AlphaCore Capital
California
$781K
NEPPG
740
New England Professional Planning Group
Rhode Island
$780K
FCFC
741
First Commonwealth Financial Corp
Pennsylvania
$777K
SSWM
742
Smith Salley Wealth Management
North Carolina
$776K
MLL
743
Moody Lynn & Lieberson
Massachusetts
$774K
BCM
744
Brasada Capital Management
Texas
$773K
SIAS
745
Summit Investment Advisory Services
Minnesota
$772K
FA
746
Fermata Advisors
California
$770K
OWP
747
Obermeyer Wealth Partners
Colorado
$767K
MWM
748
Mission Wealth Management
California
$765K
AWM
749
Angeles Wealth Management
California
$764K
TWP
750
Triad Wealth Partners
Kansas
$764K