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iShares Russell Mid-Cap ETF

1,485 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 164 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
1,485
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
LWMM
1101
Legacy Wealth Management (Mississippi)
Mississippi
$316K
MIC
1102
Meridian Investment Counsel
California
$315K
BFS
1103
BridgePort Financial Solutions
Iowa
$315K
AWAG
1104
ARS Wealth Advisors Group
Florida
$314K
APP
1105
Avantax Planning Partners
Iowa
$313K
ClearBridge Investments
1106
ClearBridge Investments
New York
$313K
GIA
1107
GHP Investment Advisors
Colorado
$311K
DA
1108
Detalus Advisors
Missouri
$310K
AG
1109
AlTi Global
New York
$310K
GFA
1110
Godfrey Financial Associates
New York
$309K
VDI
1111
Vaughan David Investments
Illinois
$307K
RTC
1112
Riverview Trust Company
Washington
$306K
FAM
1113
Formidable Asset Management
Ohio
$305K
AC
1114
Allstate Corporation
Illinois
$303K
LOWM
1115
Laurel Oak Wealth Management
New Jersey
$302K
GOCP
1116
Great Oak Capital Partners
Massachusetts
$301K
First Manhattan
1117
First Manhattan
New York
$300K
EA
1118
Emerald Advisors
Washington
$300K
MLRA
1119
Main Line Retirement Advisors
Montana
$300K
PF
1120
PlanWiser Financial
Colorado
$299K
Members Trust
1121
Members Trust
Florida
$299K
TCTWM
1122
Three Cord True Wealth Management
Pennsylvania
$299K
AIA
1123
Arbor Investment Advisors
North Carolina
$298K
RAS
1124
RPS Advisory Solutions
Kentucky
$298K
MHIC
1125
Marble Harbor Investment Counsel
Massachusetts
$298K