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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
FFM
851
Forum Financial Management
Illinois
$587K
SWM
852
SHP Wealth Management
Massachusetts
$583K
RFS
853
Richardson Financial Services
Massachusetts
$581K
AWM
854
AAF Wealth Management
Massachusetts
$581K
TNB
855
Thomasville National Bank
Georgia
$578K
FBC
856
Fairfield, Bush & Co
Connecticut
$577K
EIA
857
Edgemoor Investment Advisors
Maryland
$574K
RCM
858
Richardson Capital Management
Wisconsin
$574K
CAG
859
Crestwood Advisors Group
Massachusetts
$573K
CW
860
Cedarwood Wealth
Colorado
$573K
CG
861
Cynosure Group
Utah
$573K
PB
862
Pinnacle Bancorp
Nebraska
$569K
FFC
863
First Financial Corp
Indiana
$567K
VIA
864
Vickerman Investment Advisors
Washington
$560K
AFP
865
Alpha Financial Partners
Kentucky
$556K
MPCL
866
My Personal CFO LLC
Washington
$551K
WP
867
Westmount Partners
California
$549K
PAM
868
Palisade Asset Management
Minnesota
$549K
EAN
869
Excelsior Advisor Network
Colorado
$547K
PAS
870
PKS Advisory Services
New York
$547K
AC
871
Apella Capital
Connecticut
$544K
USB
872
Union Savings Bank
Connecticut
$544K
SWA
873
SFMG Wealth Advisors
Texas
$543K
TFM
874
TFC Financial Management
Massachusetts
$540K
MIM
875
Macroview Investment Management
Maryland
$539K