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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
TW
1101
Towerpoint Wealth
California
$325K
WI
1102
Wedgewood Investors
Pennsylvania
$324K
EA
1103
Enclave Advisors
Texas
$324K
RWP
1104
Revolve Wealth Partners
New Jersey
$323K
BFO
1105
Biltmore Family Office
North Carolina
$322K
KA
1106
Kure Advisory
Minnesota
$321K
OS
1107
Objectivity Squared
South Carolina
$319K
HCM
1108
Howland Capital Management
Massachusetts
$319K
GIA
1109
Guyasuta Investment Advisors
Pennsylvania
$318K
SFMG
1110
Sage Financial Management Group
Virginia
$317K
ABWM
1111
Alpine Bank Wealth Management
Colorado
$316K
LWMM
1112
Legacy Wealth Management (Mississippi)
Mississippi
$316K
MIC
1113
Meridian Investment Counsel
California
$315K
BFS
1114
BridgePort Financial Solutions
Iowa
$315K
AWAG
1115
ARS Wealth Advisors Group
Florida
$314K
APP
1116
Avantax Planning Partners
Iowa
$313K
ClearBridge Investments
1117
ClearBridge Investments
New York
$313K
GIA
1118
GHP Investment Advisors
Colorado
$311K
DA
1119
Detalus Advisors
Missouri
$310K
AG
1120
AlTi Global
New York
$310K
GFA
1121
Godfrey Financial Associates
New York
$309K
VDI
1122
Vaughan David Investments
Illinois
$307K
RTC
1123
Riverview Trust Company
Washington
$306K
FAM
1124
Formidable Asset Management
Ohio
$305K
AC
1125
Allstate Corporation
Illinois
$303K