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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
SIC
101
Sigma Investment Counselors
Michigan
$25.7M
HFS
102
Hantz Financial Services
Michigan
$25.6M
BPA
103
Beacon Pointe Advisors
California
$25.5M
TCBWMS
104
Texas Capital Bank Wealth Management Services
Texas
$24.9M
KAS
105
Kestra Advisory Services
Texas
$24.4M
SA
106
Sanctuary Advisors
Indiana
$24M
CAM
107
Cresset Asset Management
Illinois
$23.9M
DIP
108
DT Investment Partners
Pennsylvania
$23.7M
XF
109
XML Financial
Maryland
$23.5M
CWM
110
CCG Wealth Management
California
$22.9M
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$22.9M
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$22.1M
FFN
113
Focus Financial Network
Minnesota
$21.7M
ANB
114
Amarillo National Bank
Texas
$21.4M
CIA
115
Concurrent Investment Advisors
Florida
$21.2M
SWP
116
Stratos Wealth Partners
Ohio
$21.2M
P
117
&Partners
Tennessee
$20.4M
LA
118
Legacy Advisors
Pennsylvania
$20.3M
FTWA
119
Fifth Third Wealth Advisors
Ohio
$20.3M
WTC
120
WhitTier Trust Company
Nevada
$20.2M
VFA
121
Valeo Financial Advisors
Indiana
$20.2M
BIM
122
Bridges Investment Management
Nebraska
$20.1M
EH
123
Equitable Holdings
New York
$20.1M
BCWM
124
Bartlett & Co Wealth Management
Ohio
$19.6M
WANY
125
Wealthspire Advisors (New York)
New York
$19.6M