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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
IWP
776
Invenio Wealth Partners
Florida
$725K
BWA
777
BlueSky Wealth Advisors
North Carolina
$720K
TW
778
Traveka Wealth
California
$720K
VT
779
Vise Technologies
New York
$720K
GSEP
780
Golden State Equity Partners
California
$720K
DM
781
Diversified Management
Wisconsin
$718K
IAA
782
Independent Advisor Alliance
North Carolina
$713K
BFW
783
Brady Family Wealth
Missouri
$712K
V
784
ViaWealth
Kansas
$708K
EPW
785
Endeavor Private Wealth
Kansas
$704K
IIA
786
ICW Investment Advisors
Arizona
$700K
FFP
787
FourThought Financial Partners
Florida
$699K
TP
788
Tranquility Partners
Tennessee
$696K
DWP
789
Destiny Wealth Partners
Florida
$692K
GWM
790
Greenhouse Wealth Management
Connecticut
$692K
TSW
791
Thompson Siegel & Walmsley
Virginia
$690K
HAIM
792
Hunter Associates Investment Management
Pennsylvania
$687K
FA
793
Fiducient Advisors
Illinois
$686K
SIM
794
Stratos Investment Management
Ohio
$684K
HP
795
Holistic Planning
Texas
$683K
BMC
796
Bear Mountain Capital
Washington
$683K
KWA
797
Kingswood Wealth Advisors
California
$682K
BFPW
798
BOK Financial Private Wealth
Colorado
$679K
CWM
799
Cranbrook Wealth Management
Michigan
$676K
BA
800
Ballew Advisors
Mississippi
$670K