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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
HCP
1126
Holt Capital Partners
Texas
$297K
WCG
1127
Weaver Consulting Group
California
$294K
SVWG
1128
Shared Vision Wealth Group
United States
$294K
MSWA
1129
Marshall & Sterling Wealth Advisors
New York
$293K
1IA
1130
1834 Investment Advisors
Wisconsin
$292K
UIA
1131
Ulland Investment Advisors
Minnesota
$291K
TA
1132
TPG Advisors
Illinois
$291K
DPI
1133
Diversified Portfolios Inc
Michigan
$290K
DFA
1134
DHJJ Financial Advisors
Illinois
$289K
THL
1135
Tillman Hartley LLC
Colorado
$289K
GWM
1136
GSB Wealth Management
Connecticut
$286K
CIAS
1137
CFS Investment Advisory Services
New Jersey
$286K
GGS
1138
Galvin Gaustad & Stein
Arizona
$285K
AIA
1139
Accelerate Investment Advisors
California
$285K
T
1140
Tableaux
Massachusetts
$285K
RHP
1141
Royal Harbor Partners
Texas
$284K
FBT
1142
First Bank & Trust
South Dakota
$283K
IDBONY
1143
Israel Discount Bank of New York
New York
$282K
SWRP
1144
Summit Wealth & Retirement Planning
California
$282K
PCS
1145
Personal CFO Solutions
New Jersey
$281K
TVAMP
1146
Tennessee Valley Asset Management Partners
Tennessee
$281K
TC
1147
TAGStone Capital
North Carolina
$281K
PAW
1148
Plan A Wealth
Nebraska
$281K
AF
1149
ASL Financial
California
$280K
CWA
1150
Crusonia Wealth Advisors
Colorado
$280K