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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
VWM
826
Vigilare Wealth Management
Arizona
$640K -$2.32M -24,120 -78%
SWM
827
SilverOak Wealth Management
Minnesota
$636K
BPC
828
Bearing Point Capital
Minnesota
$636K +$66K +686 +12%
VC
829
Veracity Capital
Georgia
$635K +$6.35K +66 +1%
OPCM
830
Osborne Partners Capital Management
California
$635K
CF
831
Centaurus Financial
California
$635K -$385 -4 -0.1%
CCP
832
Cassia Capital Partners
North Carolina
$633K -$25K -260 -4%
WDG
833
Wealth Dimensions Group
Ohio
$627K -$189K -1,962 -23%
CWM
834
Cordatus Wealth Management
Pennsylvania
$627K +$39K +406 +7%
MWM
835
McNaughton Wealth Management
California
$626K -$26.8K -279 -4%
LCOV
836
London Company of Virginia
Virginia
$625K +$623K +6,476 +34,084%
CWP
837
Curated Wealth Partners
California
$622K +$621K +6,459 New
SCTC
838
Sanibel Captiva Trust Company
Florida
$621K -$6.63K -69 -1%
SWM
839
Segment Wealth Management
Texas
$621K
FAT
840
First American Trust
California
$620K +$18.9K +197 +3%
PP
841
Postrock Partners
Oregon
$614K
RZH
842
Relyea Zuckerberg Hanson
Connecticut
$613K +$1.25K +13 +0.2%
FDCP
843
Foster Dykema Cabot & Partners
Massachusetts
$611K -$150K -1,562 -20%
CCFCSB
844
Cape Cod Five Cents Savings Bank
Massachusetts
$609K
RWM
845
Reston Wealth Management
Virginia
$608K +$2.31K +24 +0.4%
CA
846
CoreCap Advisors
Michigan
$606K -$1.54K -16 -0.3%
BSB
847
Bangor Savings Bank
Maine
$604K
IF
848
Intrua Financial
Texas
$602K +$207K +2,158 +53%
CL
849
CVFG LLC
Indiana
$600K
HCM
850
Hollencrest Capital Management
California
$599K