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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
IF
726
Ironwood Financial
Arizona
$835K -$5.48K -57 -0.7%
CAC
727
Certified Advisory Corp
Florida
$831K -$4.33K -45 -0.5%
ANBT
728
American National Bank & Trust
Texas
$830K -$57.7K -600 -7%
PFG
729
Pacific Financial Group
Washington
$829K -$174K -1,805 -17%
TCA
730
Transcend Capital Advisors
New Jersey
$826K +$79K +822 +11%
PWS
731
Precision Wealth Strategies
Missouri
$821K
SPC
732
Spirepoint Private Client
Florida
$820K +$481 +5 +0.1%
FFB
733
First Financial Bankshares
Texas
$817K
CW
734
Curio Wealth
Maryland
$812K
GWS
735
Glassman Wealth Services
Virginia
$808K
RPGK
736
Retirement Planning Group (Kansas)
Kansas
$807K -$4.62K -48 -0.6%
BIM
737
Baldwin Investment Management
Pennsylvania
$805K
SCI
738
S&CO Inc
Massachusetts
$803K
PGAM
739
Princeton Global Asset Management
New Jersey
$801K +$33.9K +353 +4%
BW
740
BIP Wealth
Georgia
$799K
AWA
741
AmeriServ Wealth Advisors
Pennsylvania
$794K -$52.5K -546 -6%
BFIM
742
Beese Fulmer Investment Management
Ohio
$790K
QCM
743
QRG Capital Management
Illinois
$788K +$269K +2,801 +52%
BFA
744
Beaumont Financial Advisors
Massachusetts
$786K +$9.13K +95 +1%
ESB
745
Essex Savings Bank
Connecticut
$784K -$961 -10 -0.1%
GS
746
GWN Securities
Florida
$781K -$60.8K -632 -7%
AC
747
AlphaCore Capital
California
$781K +$961 +10 +0.1%
NEPPG
748
New England Professional Planning Group
Rhode Island
$780K -$222K -2,308 -22%
FCFC
749
First Commonwealth Financial Corp
Pennsylvania
$777K +$98K +1,019 +14%
SSWM
750
Smith Salley Wealth Management
North Carolina
$776K -$9.62K -100 -1%