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iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 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 → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
ClearBridge Investments
1126
ClearBridge Investments
New York
$313K
GIA
1127
GHP Investment Advisors
Colorado
$311K
DA
1128
Detalus Advisors
Missouri
$310K
AG
1129
AlTi Global
New York
$310K
GFA
1130
Godfrey Financial Associates
New York
$309K
VDI
1131
Vaughan David Investments
Illinois
$307K
RTC
1132
Riverview Trust Company
Washington
$306K
FAM
1133
Formidable Asset Management
Ohio
$305K
AC
1134
Allstate Corporation
Illinois
$303K
LOWM
1135
Laurel Oak Wealth Management
New Jersey
$302K
GOCP
1136
Great Oak Capital Partners
Massachusetts
$301K
First Manhattan
1137
First Manhattan
New York
$300K
EA
1138
Emerald Advisors
Washington
$300K
MLRA
1139
Main Line Retirement Advisors
Montana
$300K
PF
1140
PlanWiser Financial
Colorado
$299K
Members Trust
1141
Members Trust
Florida
$299K
TCTWM
1142
Three Cord True Wealth Management
Pennsylvania
$299K
AIA
1143
Arbor Investment Advisors
North Carolina
$298K
RAS
1144
RPS Advisory Solutions
Kentucky
$298K
MHIC
1145
Marble Harbor Investment Counsel
Massachusetts
$298K
HCP
1146
Holt Capital Partners
Texas
$297K
WCG
1147
Weaver Consulting Group
California
$294K
SVWG
1148
Shared Vision Wealth Group
United States
$294K
MSWA
1149
Marshall & Sterling Wealth Advisors
New York
$293K
1IA
1150
1834 Investment Advisors
Wisconsin
$292K