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iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 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 → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
WA
1251
Walsh & Associates
Florida
$236K
TA
1252
TruWealth Advisors
Louisiana
$236K
WG
1253
Welch Group
Alabama
$236K
SHJ
1254
Sharkey, Howes & Javer
Colorado
$236K
FFG
1255
Frisch Financial Group
New York
$235K
CWM
1256
Collaborative Wealth Management
Florida
$235K
HCM
1257
Hillman Capital Management
Maryland
$234K
GWM
1258
GDS Wealth Management
Texas
$233K
PCMNC
1259
Piedmont Capital Management (North Carolina)
North Carolina
$232K
AHB
1260
Abner Herrman & Brock
New Jersey
$232K
BAM
1261
Bellevue Asset Management
Washington
$232K
HP
1262
Hilltop Partners
Indiana
$230K
PFW
1263
Petros Family Wealth
Minnesota
$230K
RBC
1264
Romano Brothers & Co
Illinois
$229K
BG
1265
Bollard Group
Massachusetts
$228K
CCMI
1266
Creative Capital Management Investments
California
$228K
AOWM
1267
Alpha Omega Wealth Management
Virginia
$228K
SOS
1268
Silver Oak Securities
Tennessee
$227K
LF
1269
Lantz Financial
Illinois
$227K
CMP
1270
Courage Miller Partners
Virginia
$227K
CW
1271
Code Waechter
Florida
$227K
LSA
1272
Lansing Street Advisors
Pennsylvania
$224K
TWM
1273
Tradition Wealth Management
Minnesota
$224K
DPW
1274
DiNuzzo Private Wealth
Pennsylvania
$224K
FGC
1275
First Growth Capital
Maryland
$224K