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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
801
Fiducient Advisors
Illinois
$686K -$725K -7,543 -51%
SIM
802
Stratos Investment Management
Ohio
$684K -$5.05M -52,562 -88%
HP
803
Holistic Planning
Texas
$683K +$88.1K +916 +15%
BMC
804
Bear Mountain Capital
Washington
$683K -$2.69K -28 -0.4%
KWA
805
Kingswood Wealth Advisors
California
$682K +$285K +2,966 +72%
BFPW
806
BOK Financial Private Wealth
Colorado
$679K
CWM
807
Cranbrook Wealth Management
Michigan
$676K
BA
808
Ballew Advisors
Mississippi
$670K +$288 +3 +0%
FCH
809
Freestone Capital Holdings
Washington
$669K +$90.4K +940 +16%
FWI
810
Facet Wealth Inc
Maryland
$668K +$161K +1,671 +33%
AC
811
Anson Capital
Georgia
$667K
ST
812
Smithfield Trust
Pennsylvania
$663K
BAMG
813
Brand Asset Management Group
Missouri
$658K -$39.7K -413 -6%
BCM
814
Brookstone Capital Management
Illinois
$656K +$108K +1,123 +20%
BBA
815
BLB&B Advisors
Pennsylvania
$655K -$153K -1,591 -19%
MAWA
816
Moss Adams Wealth Advisors
Washington
$653K
DE
817
Diversified Enterprises
Delaware
$653K +$652K +6,784 New
FPB
818
First PREMIER Bank
South Dakota
$653K
TRCT
819
Tower Research Capital (TRC)
New York
$653K +$649K +6,754 +25,015%
CAMG
820
CWA Asset Management Group
Florida
$649K +$961 +10 +0.1%
ARG
821
Advisory Resource Group
Oklahoma
$646K +$23.5K +244 +4%
CIC
822
Carnegie Investment Counsel
Ohio
$645K +$121K +1,255 +23%
FB
823
First Bancorp
Maine
$645K
CAL
824
Capital Analysts LLC
Pennsylvania
$642K -$13.1K -136 -2%
HI
825
Harbour Investments
Wisconsin
$641K -$20.9K -217 -3%