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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
FA
776
Fiduciary Alliance
South Carolina
$740K +$1.35K +14 +0.2%
IP
777
Indivisible Partners
Florida
$735K +$734K +7,631 New
IWB
778
Innovative Wealth Building
Maryland
$733K +$24.1K +251 +3%
JFA
779
JNBA Financial Advisors
Minnesota
$732K
LFG
780
Larson Financial Group
Missouri
$732K -$4.04K -42 -0.5%
MFG
781
Midwest Financial Group
Kansas
$729K +$177K +1,845 +32%
BFA
782
Bragg Financial Advisors
North Carolina
$727K
CT
783
Caldwell Trust
Florida
$725K
IWP
784
Invenio Wealth Partners
Florida
$725K
BWA
785
BlueSky Wealth Advisors
North Carolina
$720K
TW
786
Traveka Wealth
California
$720K +$189K +1,963 +36%
VT
787
Vise Technologies
New York
$720K +$279K +2,897 +63%
GSEP
788
Golden State Equity Partners
California
$720K +$22.6K +235 +3%
DM
789
Diversified Management
Wisconsin
$718K +$718K +7,463 New
IAA
790
Independent Advisor Alliance
North Carolina
$713K -$86.5K -900 -11%
BFW
791
Brady Family Wealth
Missouri
$712K
V
792
ViaWealth
Kansas
$708K -$160K -1,665 -18%
EPW
793
Endeavor Private Wealth
Kansas
$704K +$577 +6 +0.1%
IIA
794
ICW Investment Advisors
Arizona
$700K +$96 +1 +0%
FFP
795
FourThought Financial Partners
Florida
$699K
TP
796
Tranquility Partners
Tennessee
$696K +$4.9K +51 +0.7%
DWP
797
Destiny Wealth Partners
Florida
$692K -$67.2K -699 -9%
GWM
798
Greenhouse Wealth Management
Connecticut
$692K +$2.79K +29 +0.4%
TSW
799
Thompson Siegel & Walmsley
Virginia
$690K
HAIM
800
Hunter Associates Investment Management
Pennsylvania
$687K +$192 +2 +0%