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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
FG
1301
Fiduciary Group
Georgia
$211K
CTA
1302
Clear Trail Advisors
Texas
$211K
HIS
1303
Horizon Investment Services
Indiana
$210K
DT
1304
DV Trading
Illinois
$209K
MCCP
1305
Mission Creek Capital Partners
California
$209K
AIA
1306
Armor Investment Advisors
North Carolina
$208K
PPH
1307
Pure Portfolios Holdings
Oregon
$206K
FAC
1308
Financial Advisory Corporation
Michigan
$206K
CHJWM
1309
Carlton Hofferkamp & Jenks Wealth Management
Texas
$206K
PWP
1310
Phillips Wealth Planners
Mississippi
$205K
BW
1311
Blalock Williams
Alabama
$205K
FWM
1312
Fonville Wealth Management
Virginia
$205K
ML
1313
McAdam LLC
Pennsylvania
$205K
FLA
1314
Financial Life Advisors
Texas
$204K
VA
1315
Vident Advisory
Georgia
$204K
SA
1316
Sovran Advisors
California
$203K
IFO
1317
Independent Family Office
New York
$202K
LWANC
1318
Laurel Wealth Advisors (North Carolina)
North Carolina
$202K
NDBT
1319
North Dallas Bank & Trust
Texas
$201K
PCM
1320
Pointe Capital Management
Michigan
$201K
TWM
1321
Topsail Wealth Management
North Carolina
$200K
TIAAOA
1322
Teachers Insurance & Annuity Association of America
New York
$199K
CAL
1323
Capital Advisors Ltd
Ohio
$197K
NL
1324
Navalign LLC
California
$189K
WC
1325
Westwind Capital
New Mexico
$187K