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iShares Russell Mid-Cap ETF

1,488 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 166 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
1,488
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
IAA
776
Independent Advisor Alliance
North Carolina
$713K
BFW
777
Brady Family Wealth
Missouri
$712K
V
778
ViaWealth
Kansas
$708K
EPW
779
Endeavor Private Wealth
Kansas
$704K
IIA
780
ICW Investment Advisors
Arizona
$700K
FFP
781
FourThought Financial Partners
Florida
$699K
TP
782
Tranquility Partners
Tennessee
$696K
DWP
783
Destiny Wealth Partners
Florida
$692K
GWM
784
Greenhouse Wealth Management
Connecticut
$692K
TSW
785
Thompson Siegel & Walmsley
Virginia
$690K
HAIM
786
Hunter Associates Investment Management
Pennsylvania
$687K
FA
787
Fiducient Advisors
Illinois
$686K
SIM
788
Stratos Investment Management
Ohio
$684K
HP
789
Holistic Planning
Texas
$683K
BMC
790
Bear Mountain Capital
Washington
$683K
KWA
791
Kingswood Wealth Advisors
California
$682K
BFPW
792
BOK Financial Private Wealth
Colorado
$679K
CWM
793
Cranbrook Wealth Management
Michigan
$676K
BA
794
Ballew Advisors
Mississippi
$670K
FCH
795
Freestone Capital Holdings
Washington
$669K
FWI
796
Facet Wealth Inc
Maryland
$668K
AC
797
Anson Capital
Georgia
$667K
ST
798
Smithfield Trust
Pennsylvania
$663K
BAMG
799
Brand Asset Management Group
Missouri
$658K
BCM
800
Brookstone Capital Management
Illinois
$656K