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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
IWMA
1026
Ironwood Wealth Management (Arizona)
Arizona
$396K
CB
1027
Cadence Bank
Mississippi
$396K
BZWA
1028
Blue Zone Wealth Advisors
California
$395K
DWAM
1029
Duncan Williams Asset Management
Tennessee
$393K
AF
1030
Arrow Financial
New York
$392K
CBOR
1031
Community Bank of Raymore
Missouri
$392K
LFS
1032
Lutz Financial Services
Nebraska
$391K
WW
1033
Waterfront Wealth
Kansas
$391K
AL
1034
ADE LLC
Maryland
$388K
PWA
1035
Phoenix Wealth Advisors
North Carolina
$385K
RW
1036
REDW Wealth
New Mexico
$385K
GWM
1037
Gilpin Wealth Management
Colorado
$385K
JAWA
1038
John A. Wolfe & Associates
Michigan
$385K
RCM
1039
Regency Capital Management
Hawaii
$385K
RWA
1040
Redhawk Wealth Advisors
Minnesota
$384K
SMI
1041
Shelter Mutual Insurance
Missouri
$383K
AFA
1042
Antonelli Financial Advisors
Michigan
$383K
PWA
1043
Prairie Wealth Advisors
Nebraska
$381K
MMPW
1044
Mitchell McLeod Pugh & Williams
Alabama
$379K
ORC
1045
O'Rourke & Company
Massachusetts
$377K
TFA
1046
Tobias Financial Advisors
Florida
$377K
OHWP
1047
Oak Harbor Wealth Partners
North Carolina
$376K
FNA
1048
First National Advisers
Nebraska
$375K
LWMNY
1049
Landmark Wealth Management (New York)
New York
$375K
GPA
1050
Guidance Point Advisors
Massachusetts
$375K