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iShares Russell Mid-Cap ETF

1,503 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 176 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
1,503
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
SFG
1226
Sovereign Financial Group
Connecticut
$246K
LNB
1227
Ledyard National Bank
$245K
TCOV
1228
Trust Company of Vermont
Vermont
$245K
PWP
1229
Principle Wealth Partners
Connecticut
$245K
IP
1230
Ignite Planners
California
$245K
SIG
1231
Sky Investment Group
Connecticut
$243K
BFWM
1232
Bright Futures Wealth Management
New York
$242K
NW
1233
Naviter Wealth
Arkansas
$242K
VRM
1234
Vectors Research Management
New York
$241K
AIS
1235
Accredited Investor Services
Minnesota
$241K
SC
1236
Scotia Capital
Ontario, Canada
$240K
VF
1237
Vawter Financial
Ohio
$240K
AC
1238
Asio Capital
Kentucky
$239K
FFA
1239
Founders Financial Alliance
North Carolina
$239K
SIS
1240
Sound Income Strategies
Florida
$239K
FDDB
1241
Fidelity D&D Bancorp
Pennsylvania
$238K
BWM
1242
BCS Wealth Management
Tennessee
$237K
TA
1243
TruWealth Advisors
Louisiana
$236K
WG
1244
Welch Group
Alabama
$236K
SHJ
1245
Sharkey, Howes & Javer
Colorado
$236K
FFG
1246
Frisch Financial Group
New York
$235K
CWM
1247
Collaborative Wealth Management
Florida
$235K
HCM
1248
Hillman Capital Management
Maryland
$234K
GWM
1249
GDS Wealth Management
Texas
$233K
PCMNC
1250
Piedmont Capital Management (North Carolina)
North Carolina
$232K