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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
RA
1276
Rockingstone Advisors
Massachusetts
$212K
AWMNH
1277
Arcadia Wealth Management (New Hampshire)
New Hampshire
$212K
FG
1278
Fiduciary Group
Georgia
$211K
CTA
1279
Clear Trail Advisors
Texas
$211K
HIS
1280
Horizon Investment Services
Indiana
$210K
DT
1281
DV Trading
Illinois
$209K
MCCP
1282
Mission Creek Capital Partners
California
$209K
AIA
1283
Armor Investment Advisors
North Carolina
$208K
PPH
1284
Pure Portfolios Holdings
Oregon
$206K
FAC
1285
Financial Advisory Corporation
Michigan
$206K
CHJWM
1286
Carlton Hofferkamp & Jenks Wealth Management
Texas
$206K
PWP
1287
Phillips Wealth Planners
Mississippi
$205K
BW
1288
Blalock Williams
Alabama
$205K
FWM
1289
Fonville Wealth Management
Virginia
$205K
ML
1290
McAdam LLC
Pennsylvania
$205K
FLA
1291
Financial Life Advisors
Texas
$204K
VA
1292
Vident Advisory
Georgia
$204K
SA
1293
Sovran Advisors
California
$203K
IFO
1294
Independent Family Office
New York
$202K
LWANC
1295
Laurel Wealth Advisors (North Carolina)
North Carolina
$202K
NDBT
1296
North Dallas Bank & Trust
Texas
$201K
PCM
1297
Pointe Capital Management
Michigan
$201K
TWM
1298
Topsail Wealth Management
North Carolina
$200K
TIAAOA
1299
Teachers Insurance & Annuity Association of America
New York
$199K
CAL
1300
Capital Advisors Ltd
Ohio
$197K