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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
RW
1026
REDW Wealth
New Mexico
$385K
RCM
1027
Regency Capital Management
Hawaii
$385K
GWM
1028
Gilpin Wealth Management
Colorado
$385K
JAWA
1029
John A. Wolfe & Associates
Michigan
$385K
RWA
1030
Redhawk Wealth Advisors
Minnesota
$384K
SMI
1031
Shelter Mutual Insurance
Missouri
$383K
AFA
1032
Antonelli Financial Advisors
Michigan
$383K
PWA
1033
Prairie Wealth Advisors
Nebraska
$381K
MMPW
1034
Mitchell McLeod Pugh & Williams
Alabama
$379K
ORC
1035
O'Rourke & Company
Massachusetts
$377K
TFA
1036
Tobias Financial Advisors
Florida
$377K
OHWP
1037
Oak Harbor Wealth Partners
North Carolina
$376K
FNA
1038
First National Advisers
Nebraska
$375K
LWMNY
1039
Landmark Wealth Management (New York)
New York
$375K
GPA
1040
Guidance Point Advisors
Massachusetts
$375K
MFA
1041
McClarren Financial Advisors
Pennsylvania
$374K
TWM
1042
Tanager Wealth Management
United Kingdom
$374K
LFA
1043
Legacy Financial Advisors
Kentucky
$374K
VNA
1044
Valley National Advisers
Pennsylvania
$373K
ACA
1045
Affinity Capital Advisors
California
$371K
CCM
1046
Colorado Capital Management
Colorado
$371K
MWM
1047
MGB Wealth Management
Texas
$371K
HNWA
1048
Henrickson Nauta Wealth Advisors
Michigan
$369K
PFGIA
1049
Patriot Financial Group Insurance Agency
Massachusetts
$369K
CST
1050
Charles Schwab Trust
Nevada
$368K