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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
BAM
1251
Bellevue Asset Management
Washington
$232K
HP
1252
Hilltop Partners
Indiana
$230K
PFW
1253
Petros Family Wealth
Minnesota
$230K
RBC
1254
Romano Brothers & Co
Illinois
$229K
BG
1255
Bollard Group
Massachusetts
$228K
CCMI
1256
Creative Capital Management Investments
California
$228K
AOWM
1257
Alpha Omega Wealth Management
Virginia
$228K
SOS
1258
Silver Oak Securities
Tennessee
$227K
LF
1259
Lantz Financial
Illinois
$227K
CMP
1260
Courage Miller Partners
Virginia
$227K
CW
1261
Code Waechter
Florida
$227K
LSA
1262
Lansing Street Advisors
Pennsylvania
$224K
TWM
1263
Tradition Wealth Management
Minnesota
$224K
DPW
1264
DiNuzzo Private Wealth
Pennsylvania
$224K
FGC
1265
First Growth Capital
Maryland
$224K
CIA
1266
Compass Ion Advisors
Pennsylvania
$223K
PWA
1267
Pitcairn Wealth Advisors
Pennsylvania
$223K
BFWA
1268
Benchmark Financial Wealth Advisors
Florida
$222K
AIM
1269
Athena Investment Management
California
$221K
RWM
1270
Ritholtz Wealth Management
New York
$221K
CCFM
1271
Clear Creek Financial Management
Washington
$220K
MIA
1272
MainStreet Investment Advisors
Illinois
$220K
NPF
1273
Norris Perne & French
Michigan
$220K
MWM
1274
Marion Wealth Management
Pennsylvania
$220K
CWS
1275
Confluence Wealth Services
Pennsylvania
$219K