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iShares Russell Mid-Cap ETF

1,488 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 166 funds opening new positions, 553 increasing their positions, 408 reducing their positions, and 64 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 (+$1.53B)

0.46% more ownership

Funds ownership: 82.62%83.08% (+0.46%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

Holders
1,488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
TC
926
Trust Company
Kansas
$481K
VR
927
Valued Retirements
Texas
$480K
EWA
928
Exencial Wealth Advisors
Oklahoma
$480K
M1FG
929
Mach-1 Financial Group
Arkansas
$480K
SEIA
930
Signature Estate & Investment Advisors
California
$479K
JIC
931
Joel Isaacson & Co
New York
$479K
CWM
932
Castle Wealth Management
Florida
$478K
BBL
933
Beck Bode LLC
Massachusetts
$477K
CKAIS
934
Christensen King & Associates Investment Services
Washington
$476K
NAS
935
Nicolet Advisory Services
Wisconsin
$475K
LSPW
936
Lake Street Private Wealth
Illinois
$467K
MCM
937
M1 Capital Management
Michigan
$465K
CT
938
Colonial Trust
South Carolina
$465K
WCM
939
Windsor Capital Management
Arizona
$464K
GSWM
940
Golden State Wealth Management
California
$463K
CI
941
Clal Insurance
Israel
$462K
RFA
942
Register Financial Advisors
Georgia
$461K
4WM
943
49 Wealth Management
Texas
$461K
LKBC
944
L.K. Benson & Company
Maryland
$461K
MOS
945
MGO One Seven
Ohio
$460K
NCM
946
NCM Capital Management
New Jersey
$457K
I
947
InvesTrust
Oklahoma
$457K
JFG
948
Jefferies Financial Group
New York
$456K
PAG
949
Paladin Advisory Group
Iowa
$456K
JWM
950
JGP Wealth Management
Oregon
$456K