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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
GIPW
1051
Granite Islands Private Wealth
Connecticut
$363K
CWM
1052
Curtis Wealth Management
Nevada
$361K
PCM
1053
Poehling Capital Management
Wisconsin
$361K
AEPWM
1054
Atlantic Edge Private Wealth Management
Florida
$361K
RWM
1055
Rockwood Wealth Management
Pennsylvania
$360K
Fisher Asset Management
1056
Fisher Asset Management
Washington
$359K
GWM
1057
Goldenstone Wealth Management
California
$358K
HPC
1058
HM Payson & Co
Maine
$358K
EL
1059
EWA LLC
Pennsylvania
$355K
PCM
1060
Princeton Capital Management
New Jersey
$354K
MAS
1061
Madden Advisory Services
Florida
$353K
RMC
1062
Resources Management Corp
Connecticut
$352K
LIA
1063
LBMC Investment Advisors
Tennessee
$351K
TAM
1064
Townsend Asset Management
North Carolina
$348K
CAL
1065
Capital Analysts LLC
Pennsylvania
$347K
PFA
1066
Pure Financial Advisors
California
$347K
AFTS
1067
American Financial & Tax Strategies
New York
$347K
BCAM
1068
Boston Common Asset Management
Massachusetts
$347K
GFA
1069
Gallagher Fiduciary Advisors
Illinois
$346K
RT
1070
Rockland Trust
Massachusetts
$345K
LI
1071
LVZ Inc
Michigan
$343K
MSFS
1072
Main Street Financial Solutions
Pennsylvania
$343K
RA
1073
RFG Advisory
Alabama
$342K
CA
1074
Crewe Advisors
Utah
$342K
TDWM
1075
Topel & Distasi Wealth Management
California
$341K