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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
SFP
751
Shepherd Financial Partners
Massachusetts
$759K
IAG
752
Investment Advisory Group
Massachusetts
$753K
FFM
753
Flagstone Financial Management
Nebraska
$753K
NB
754
Nicolet Bankshares
Wisconsin
$753K
B
755
Bensler
Washington
$750K
OSNBOA
756
Old Second National Bank of Aurora
Illinois
$749K
CBT
757
Central Bank & Trust
Kentucky
$748K
WLPWM
758
Walled Lake Planning & Wealth Management
Illinois
$746K
NLP
759
Next Level Private
New York
$746K
MO
760
McMillan Office
Michigan
$745K
FAL
761
Focused Alpha LLC
Colorado
$742K
FA
762
Fiduciary Alliance
South Carolina
$740K
IP
763
Indivisible Partners
Florida
$735K
IWB
764
Innovative Wealth Building
Maryland
$733K
JFA
765
JNBA Financial Advisors
Minnesota
$732K
LFG
766
Larson Financial Group
Missouri
$732K
MFG
767
Midwest Financial Group
Kansas
$729K
BFA
768
Bragg Financial Advisors
North Carolina
$727K
CT
769
Caldwell Trust
Florida
$725K
IWP
770
Invenio Wealth Partners
Florida
$725K
BWA
771
BlueSky Wealth Advisors
North Carolina
$720K
TW
772
Traveka Wealth
California
$720K
VT
773
Vise Technologies
New York
$720K
GSEP
774
Golden State Equity Partners
California
$720K
DM
775
Diversified Management
Wisconsin
$718K