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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
MLL
751
Moody Lynn & Lieberson
Massachusetts
$774K +$12.9K +134 +2%
BCM
752
Brasada Capital Management
Texas
$773K -$238K -2,472 -24%
SIAS
753
Summit Investment Advisory Services
Minnesota
$772K +$31.4K +327 +4%
FA
754
Fermata Advisors
California
$770K +$16.5K +172 +2%
OWP
755
Obermeyer Wealth Partners
Colorado
$767K -$234K -2,431 -23%
MWM
756
Mission Wealth Management
California
$765K +$1.15K +12 +0.2%
AWM
757
Angeles Wealth Management
California
$764K +$61.7K +642 +9%
TWP
758
Triad Wealth Partners
Kansas
$764K +$107K +1,114 +16%
PIA
759
Polaris Investment Advisors
Massachusetts
$764K +$763K +7,932 New
MF
760
Montis Financial
Massachusetts
$763K -$89.4K -930 -10%
OC
761
Opal Capital
Florida
$761K +$716K +7,451 New
W
762
Wealthquest
Ohio
$760K +$759K +7,893 New
GC
763
Grimes & Company
Massachusetts
$759K -$40.9K -425 -5%
WFA
764
Wellspring Financial Advisors
Ohio
$759K
SFP
765
Shepherd Financial Partners
Massachusetts
$759K -$33.4K -347 -4%
IAG
766
Investment Advisory Group
Massachusetts
$753K -$1.92K -20 -0.3%
FFM
767
Flagstone Financial Management
Nebraska
$753K
NB
768
Nicolet Bankshares
Wisconsin
$753K +$209K +2,174 +39%
B
769
Bensler
Washington
$750K +$96 +1 +0%
OSNBOA
770
Old Second National Bank of Aurora
Illinois
$749K
CBT
771
Central Bank & Trust
Kentucky
$748K +$1.92K +20 +0.3%
WLPWM
772
Walled Lake Planning & Wealth Management
Illinois
$746K +$11.4K +119 +2%
NLP
773
Next Level Private
New York
$746K -$72.6K -755 -9%
MO
774
McMillan Office
Michigan
$745K +$744K +7,736 New
FAL
775
Focused Alpha LLC
Colorado
$742K +$741K +7,707 New