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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
NL
1301
Navalign LLC
California
$189K
WC
1302
Westwind Capital
New Mexico
$187K
MEG
1303
Millstone Evans Group
Colorado
$186K
IF
1304
Integrity Financial
Wyoming
$176K
HBW
1305
Hazlett, Burt & Watson
West Virginia
$175K
VDBMI
1306
Van Den Berg Management I
Texas
$174K
HPIA
1307
Hamilton Point Investment Advisors
North Carolina
$169K
OW
1308
Olistico Wealth
Oklahoma
$164K
CIAS
1309
Capital Investment Advisory Services
North Carolina
$164K
LWCFA
1310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$159K
BA
1311
Ballast Advisors
Minnesota
$158K
CTC
1312
Cetera Trust Company
Minnesota
$157K
CICI
1313
Capital Investment Counsel Inc
North Carolina
$154K
CFO
1314
CVA Family Office
Colorado
$148K
FFL
1315
Financial Freedom LLC
Ohio
$148K
MAFA
1316
MJT & Associates Financial Advisory
Minnesota
$144K
RFG
1317
REAP Financial Group
Texas
$143K
RIL
1318
Rothschild Investment LLC
Illinois
$138K
CB
1319
CNB Bank
Pennsylvania
$137K
CA
1320
Cresta Advisors
Texas
$133K
ICCON
1321
Investment Counsel Company of Nevada
Nevada
$132K
MFC
1322
Morris Financial Concepts
South Carolina
$131K
EDRH
1323
Edmond de Rothschild Holding
Switzerland
$130K
HNW
1324
High Note Wealth
Minnesota
$126K
GEA
1325
Glen Eagle Advisors
New Jersey
$124K