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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
ST
1001
Sentinel Trust
Texas
$401K
KCPG
1002
Kavar Capital Partners Group
Kansas
$400K
VCM
1003
Versant Capital Management
Arizona
$399K
IA
1004
Integrity Alliance
Iowa
$399K
BAAM
1005
Baker Avenue Asset Management
California
$398K
MFG
1006
Magnus Financial Group
New York
$397K
IWMA
1007
Ironwood Wealth Management (Arizona)
Arizona
$396K
CB
1008
Cadence Bank
Mississippi
$396K
BZWA
1009
Blue Zone Wealth Advisors
California
$395K
DWAM
1010
Duncan Williams Asset Management
Tennessee
$393K
AF
1011
Arrow Financial
New York
$392K
CBOR
1012
Community Bank of Raymore
Missouri
$392K
LFS
1013
Lutz Financial Services
Nebraska
$391K
WW
1014
Waterfront Wealth
Kansas
$391K
AL
1015
ADE LLC
Maryland
$388K
PWA
1016
Phoenix Wealth Advisors
North Carolina
$385K
RW
1017
REDW Wealth
New Mexico
$385K
RCM
1018
Regency Capital Management
Hawaii
$385K
GWM
1019
Gilpin Wealth Management
Colorado
$385K
RWA
1020
Redhawk Wealth Advisors
Minnesota
$384K
SMI
1021
Shelter Mutual Insurance
Missouri
$383K
AFA
1022
Antonelli Financial Advisors
Michigan
$383K
PWA
1023
Prairie Wealth Advisors
Nebraska
$381K
MMPW
1024
Mitchell McLeod Pugh & Williams
Alabama
$379K
ORC
1025
O'Rourke & Company
Massachusetts
$377K