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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
UBV
1076
United Bank (Virginia)
Virginia
$341K
ST
1077
Spinnaker Trust
Maine
$339K
BGAI
1078
Bruce G. Allen Investments
Colorado
$339K
BWP
1079
Bernardo Wealth Planning
Pennsylvania
$339K
SCA
1080
Sandy Cove Advisors
Massachusetts
$338K
Deutsche Bank
1081
Deutsche Bank
Germany
$337K
I
1082
INVST
Indiana
$336K
PP
1083
Pacifica Partners
Canada
$334K
JBW
1084
Journey Beyond Wealth
Georgia
$332K
WCM
1085
Winthrop Capital Management
Indiana
$331K
APW
1086
Acima Private Wealth
Virginia
$328K
BWM
1087
BAM Wealth Management
Colorado
$327K
WS
1088
Wedbush Securities
California
$327K
SP
1089
SmartHarvest Portfolios
Washington
$326K
EA
1090
Eclectic Associates
California
$325K
TW
1091
Towerpoint Wealth
California
$325K
WI
1092
Wedgewood Investors
Pennsylvania
$324K
EA
1093
Enclave Advisors
Texas
$324K
RWP
1094
Revolve Wealth Partners
New Jersey
$323K
BFO
1095
Biltmore Family Office
North Carolina
$322K
KA
1096
Kure Advisory
Minnesota
$321K
OS
1097
Objectivity Squared
South Carolina
$319K
HCM
1098
Howland Capital Management
Massachusetts
$319K
GIA
1099
Guyasuta Investment Advisors
Pennsylvania
$318K
SFMG
1100
Sage Financial Management Group
Virginia
$317K