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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
AMBIA
851
Allen Mooney & Barnes Investment Advisors
Georgia
$598K -$12K -125 -2%
AA
852
Alesco Advisors
New York
$597K
VFIC
853
Valley Forge Investment Consultants
Pennsylvania
$596K
AWP
854
Axis Wealth Partners
Rhode Island
$594K -$23.6K -245 -4%
WWP
855
Wise Wealth Partners
Arizona
$594K
TCOTS
856
Trust Company of the South
North Carolina
$592K +$45.8K +476 +8%
LC
857
Lawood & Co
Pennsylvania
$590K +$589K +6,125 New
SFAM
858
Sawyer Falduto Asset Management
Illinois
$589K +$589K +6,123 New
Betterment LLC
859
Betterment LLC
New York
$587K -$7.6K -79 -1%
FFM
860
Forum Financial Management
Illinois
$587K
SWM
861
SHP Wealth Management
Massachusetts
$583K +$582K +6,050 New
FNT
862
First Nebraska Trust
Nebraska
$582K
RFS
863
Richardson Financial Services
Massachusetts
$581K +$190K +1,980 +49%
AWM
864
AAF Wealth Management
Massachusetts
$581K -$20.5K -213 -3%
TNB
865
Thomasville National Bank
Georgia
$578K +$4.04K +42 +0.7%
FBC
866
Fairfield, Bush & Co
Connecticut
$577K +$22.7K +236 +4%
EIA
867
Edgemoor Investment Advisors
Maryland
$574K -$337K -3,500 -37%
RCM
868
Richardson Capital Management
Wisconsin
$574K
CAG
869
Crestwood Advisors Group
Massachusetts
$573K -$103K -1,070 -15%
CW
870
Cedarwood Wealth
Colorado
$573K +$549K +5,707 New
CG
871
Cynosure Group
Utah
$573K -$115K -1,193 -17%
PB
872
Pinnacle Bancorp
Nebraska
$569K
FFC
873
First Financial Corp
Indiana
$567K +$101K +1,051 +22%
VIA
874
Vickerman Investment Advisors
Washington
$560K -$1.25K -13 -0.2%
AFP
875
Alpha Financial Partners
Kentucky
$556K -$2.5K -26 -0.4%