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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
KP
876
Keel Point
Alabama
$538K
FPCG
877
Forum Private Client Group
Indiana
$537K
DWM
878
Ducere Wealth Management
California
$535K
SL
879
Salomon & Ludwin
Virginia
$534K
ET
880
Equitable Trust
Tennessee
$533K
MFP
881
Meramec Financial Planners
Missouri
$532K
FCM
882
Fourpath Capital Management
Oklahoma
$526K
CSC
883
Caldwell Sutter Capital
California
$526K
ICP
884
Impact Capital Partners
Colorado
$526K
TGIA
885
Torrey Growth & Income Advisors
California
$525K
TFGT
886
TS Financial Group (TSFG)
Illinois
$524K
WRPWM
887
Werba Rubin Papier Wealth Management
California
$524K
IA
888
IFG Advisory
Georgia
$519K
GKIM
889
GW&K Investment Management
Massachusetts
$518K
SAS
890
SMI Advisory Services
Indiana
$517K
FNBTCON
891
First National Bank & Trust Co of Newtown
Pennsylvania
$514K
AWA
892
Arbor Wealth Advisors
Michigan
$514K
HVP
893
Hudson Value Partners
Florida
$514K
XT
894
XTX Topco
Cayman Islands
$512K
HCA
895
Harbour Capital Advisors
Virginia
$512K
EWA
896
Encompass Wealth Advisors
Oregon
$511K
SCP
897
Stevens Capital Partners
Nebraska
$511K
First Trust Advisors
898
First Trust Advisors
Illinois
$511K
FAI
899
Fiduciary Advisors Inc
Missouri
$511K
UCB
900
United Community Bank
South Carolina
$511K