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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
BI
976
Breachway Investments
Rhode Island
$449K
FPW
977
Flagship Private Wealth
Massachusetts
$448K
BFM
978
Broadview Financial Management
Wisconsin
$447K
BB
979
Bell Bank
North Dakota
$445K
AF
980
Advisornet Financial
Minnesota
$443K
T
981
TrustBank
Illinois
$443K
PPW
982
Parcion Private Wealth
Washington
$441K
LIA
983
Lynx Investment Advisory
District of Columbia
$440K
D.E. Shaw & Co
984
D.E. Shaw & Co
New York
$439K
MA
985
Mutual Advisors
Nebraska
$439K
MAM
986
MWA Asset Management
Massachusetts
$437K
SWA
987
Sax Wealth Advisors
New Jersey
$435K
KWMG
988
King Wealth Management Group
Florida
$435K
FCA
989
Fortis Capital Advisors
Kansas
$434K
PWM
990
Praetorian Wealth Management
California
$433K
LWAM
991
Legacy Wealth Asset Management
Minnesota
$431K
AFG
992
Allegheny Financial Group
Pennsylvania
$431K
HWM
993
Hohimer Wealth Management
Washington
$428K
GAA
994
Guardian Asset Advisors
Pennsylvania
$428K
BTD
995
BankPlus Trust Department
Mississippi
$427K
CCA
996
Checchi Capital Advisers
California
$427K
JJBC
997
James J. Burns & Company
New York
$426K
EFL
998
ERn Financial LLC
Wisconsin
$425K
IWA
999
Invera Wealth Advisors
Oregon
$423K
HCM
1000
HMS Capital Management
Tennessee
$423K