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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
MAM
976
MWA Asset Management
Massachusetts
$437K
SWA
977
Sax Wealth Advisors
New Jersey
$435K
KWMG
978
King Wealth Management Group
Florida
$435K
FCA
979
Fortis Capital Advisors
Kansas
$434K
PWM
980
Praetorian Wealth Management
California
$433K
LWAM
981
Legacy Wealth Asset Management
Minnesota
$431K
AFG
982
Allegheny Financial Group
Pennsylvania
$431K
HWM
983
Hohimer Wealth Management
Washington
$428K
GAA
984
Guardian Asset Advisors
Pennsylvania
$428K
BTD
985
BankPlus Trust Department
Mississippi
$427K
CCA
986
Checchi Capital Advisers
California
$427K
JJBC
987
James J. Burns & Company
New York
$426K
EFL
988
ERn Financial LLC
Wisconsin
$425K
IWA
989
Invera Wealth Advisors
Oregon
$423K
HCM
990
HMS Capital Management
Tennessee
$423K
National Bank of Canada
991
National Bank of Canada
Quebec, Canada
$422K
PL
992
Plancorp LLC
Missouri
$422K
AA
993
Advisory Alpha
Michigan
$421K
BC
994
Burney Company
Virginia
$420K
OPF
995
Old Peak Finance
North Carolina
$419K
BWA
996
Blodgett Wealth Advisors
California
$419K
MCI
997
MRP Capital Investments
Georgia
$418K
TAFW
998
Tred Avon Family Wealth
Maryland
$417K
NRI
999
NFP Retirement Inc
California
$417K
BA
1000
Bridgewater Advisors
New York
$416K