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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
SIS
1226
Sound Income Strategies
Florida
$239K
FDDB
1227
Fidelity D&D Bancorp
Pennsylvania
$238K
BWM
1228
BCS Wealth Management
Tennessee
$237K
TA
1229
TruWealth Advisors
Louisiana
$236K
WG
1230
Welch Group
Alabama
$236K
SHJ
1231
Sharkey, Howes & Javer
Colorado
$236K
FFG
1232
Frisch Financial Group
New York
$235K
CWM
1233
Collaborative Wealth Management
Florida
$235K
HCM
1234
Hillman Capital Management
Maryland
$234K
GWM
1235
GDS Wealth Management
Texas
$233K
PCMNC
1236
Piedmont Capital Management (North Carolina)
North Carolina
$232K
AHB
1237
Abner Herrman & Brock
New Jersey
$232K
BAM
1238
Bellevue Asset Management
Washington
$232K
HP
1239
Hilltop Partners
Indiana
$230K
PFW
1240
Petros Family Wealth
Minnesota
$230K
RBC
1241
Romano Brothers & Co
Illinois
$229K
BG
1242
Bollard Group
Massachusetts
$228K
CCMI
1243
Creative Capital Management Investments
California
$228K
AOWM
1244
Alpha Omega Wealth Management
Virginia
$228K
SOS
1245
Silver Oak Securities
Tennessee
$227K
LF
1246
Lantz Financial
Illinois
$227K
CMP
1247
Courage Miller Partners
Virginia
$227K
CW
1248
Code Waechter
Florida
$227K
LSA
1249
Lansing Street Advisors
Pennsylvania
$224K
TWM
1250
Tradition Wealth Management
Minnesota
$224K