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iShares Russell Mid-Cap ETF

1,502 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 175 funds opening new positions, 556 increasing their positions, 408 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 → $38.7B (+$1.61B)

0.62% more ownership

Funds ownership: 82.62%83.24% (+0.62%)

10% less funds holding in top 10

Funds holding in top 10: 5852 (-6)

Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
LNB
1226
Ledyard National Bank
$245K
TCOV
1227
Trust Company of Vermont
Vermont
$245K
PWP
1228
Principle Wealth Partners
Connecticut
$245K
IP
1229
Ignite Planners
California
$245K
SIG
1230
Sky Investment Group
Connecticut
$243K
BFWM
1231
Bright Futures Wealth Management
New York
$242K
NW
1232
Naviter Wealth
Arkansas
$242K
VRM
1233
Vectors Research Management
New York
$241K
AIS
1234
Accredited Investor Services
Minnesota
$241K
SC
1235
Scotia Capital
Ontario, Canada
$240K
VF
1236
Vawter Financial
Ohio
$240K
AC
1237
Asio Capital
Kentucky
$239K
FFA
1238
Founders Financial Alliance
North Carolina
$239K
SIS
1239
Sound Income Strategies
Florida
$239K
FDDB
1240
Fidelity D&D Bancorp
Pennsylvania
$238K
BWM
1241
BCS Wealth Management
Tennessee
$237K
TA
1242
TruWealth Advisors
Louisiana
$236K
WG
1243
Welch Group
Alabama
$236K
SHJ
1244
Sharkey, Howes & Javer
Colorado
$236K
FFG
1245
Frisch Financial Group
New York
$235K
CWM
1246
Collaborative Wealth Management
Florida
$235K
HCM
1247
Hillman Capital Management
Maryland
$234K
GWM
1248
GDS Wealth Management
Texas
$233K
PCMNC
1249
Piedmont Capital Management (North Carolina)
North Carolina
$232K
AHB
1250
Abner Herrman & Brock
New Jersey
$232K