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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
PPW
1051
PACK Private Wealth
Minnesota
$368K
FA
1052
Financial Alternatives
California
$367K
EPW
1053
Evolve Private Wealth
California
$366K
SWM
1054
Steinberganna Wealth Management
New York
$366K
NRC
1055
New Republic Capital
North Carolina
$366K
OL
1056
Optas LLC
Texas
$366K
VFG
1057
V2 Financial group
Illinois
$366K
EWM
1058
Evermay Wealth Management
Virginia
$364K
CAM
1059
CPA Asset Management
Florida
$364K
CFS
1060
CRA Financial Services
New Jersey
$364K
GIPW
1061
Granite Islands Private Wealth
Connecticut
$363K
CWM
1062
Curtis Wealth Management
Nevada
$361K
PCM
1063
Poehling Capital Management
Wisconsin
$361K
AEPWM
1064
Atlantic Edge Private Wealth Management
Florida
$361K
RWM
1065
Rockwood Wealth Management
Pennsylvania
$360K
Fisher Asset Management
1066
Fisher Asset Management
Washington
$359K
GWM
1067
Goldenstone Wealth Management
California
$358K
HPC
1068
HM Payson & Co
Maine
$358K
EL
1069
EWA LLC
Pennsylvania
$355K
PCM
1070
Princeton Capital Management
New Jersey
$354K
MAS
1071
Madden Advisory Services
Florida
$353K
RMC
1072
Resources Management Corp
Connecticut
$352K
LIA
1073
LBMC Investment Advisors
Tennessee
$351K
TAM
1074
Townsend Asset Management
North Carolina
$348K
CAL
1075
Capital Analysts LLC
Pennsylvania
$347K