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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
CP
1151
Castleview Partners
Texas
$280K
FPN
1152
Financial Planning Navigators
Minnesota
$279K
CA
1153
Clune & Associates
Illinois
$279K
PI
1154
Pettee Investors
Connecticut
$279K
CFG
1155
Clayton Financial Group
Missouri
$279K
ATC
1156
Adirondack Trust Company
New York
$279K
FCB
1157
First County Bank
Connecticut
$278K
PRS
1158
Pinkerton Retirement Specialists
Idaho
$277K
PAM
1159
Peak Asset Management
Colorado
$276K
DIP
1160
Davis Investment Partners
North Carolina
$276K
PPC
1161
Park Place Capital
Alabama
$276K
PWW
1162
Pettyjohn Wood & White
Virginia
$275K
CFGW
1163
Chancellor Financial Group WB
Pennsylvania
$275K
PCH
1164
PGIM Custom Harvest
New Jersey
$273K
HGA
1165
Hobbs Group Advisors
South Carolina
$271K
TWG
1166
The Wealth Group
Minnesota
$271K
TPWA
1167
Twin Peaks Wealth Advisors
California
$270K
SAW
1168
Signal Advisors Wealth
Michigan
$270K
TM
1169
TigerOak Management
New Mexico
$270K
AMM
1170
American Money Management
California
$270K
NA
1171
Nautilus Advisors
California
$269K
LSWP
1172
Liberty Square Wealth Partners
Pennsylvania
$268K
BCMLT
1173
Beacon Capital Management LLC (Tennessee)
Tennessee
$266K
ZIC
1174
ZWJ Investment Counsel
Georgia
$266K
CAG
1175
Centerpoint Advisory Group
Kansas
$265K