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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

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 → $38.8B (+$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
Holders Change %
% of All Funds
Holding in Top 10
55
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
CWM
951
Castle Wealth Management
Florida
$478K
BBL
952
Beck Bode LLC
Massachusetts
$477K
CKAIS
953
Christensen King & Associates Investment Services
Washington
$476K
NAS
954
Nicolet Advisory Services
Wisconsin
$475K
LSPW
955
Lake Street Private Wealth
Illinois
$467K
MCM
956
M1 Capital Management
Michigan
$465K
CT
957
Colonial Trust
South Carolina
$465K
WCM
958
Windsor Capital Management
Arizona
$464K
GSWM
959
Golden State Wealth Management
California
$463K
CI
960
Clal Insurance
Israel
$462K
RFA
961
Register Financial Advisors
Georgia
$461K
4WM
962
49 Wealth Management
Texas
$461K
LKBC
963
L.K. Benson & Company
Maryland
$461K
MOS
964
MGO One Seven
Ohio
$460K
NCM
965
NCM Capital Management
New Jersey
$457K
I
966
InvesTrust
Oklahoma
$457K
JFG
967
Jefferies Financial Group
New York
$456K
PAG
968
Paladin Advisory Group
Iowa
$456K
JWM
969
JGP Wealth Management
Oregon
$456K
JSL
970
JT Stratford LLC
Georgia
$454K
HFP
971
Holistic Financial Partners
Indiana
$454K
SP
972
Stonebrook Private
Michigan
$454K
FMTCOCP
973
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$452K
VFG
974
Victory Financial Group
Texas
$451K
RFA
975
Resurgent Financial Advisors
Georgia
$450K