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iShares Russell Mid-Cap ETF

1,503 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 176 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
1,503
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
PWP
1301
Phillips Wealth Planners
Mississippi
$205K
BW
1302
Blalock Williams
Alabama
$205K
FWM
1303
Fonville Wealth Management
Virginia
$205K
ML
1304
McAdam LLC
Pennsylvania
$205K
FLA
1305
Financial Life Advisors
Texas
$204K
VA
1306
Vident Advisory
Georgia
$204K
SA
1307
Sovran Advisors
California
$203K
IFO
1308
Independent Family Office
New York
$202K
LWANC
1309
Laurel Wealth Advisors (North Carolina)
North Carolina
$202K
NDBT
1310
North Dallas Bank & Trust
Texas
$201K
PCM
1311
Pointe Capital Management
Michigan
$201K
TWM
1312
Topsail Wealth Management
North Carolina
$200K
TIAAOA
1313
Teachers Insurance & Annuity Association of America
New York
$199K
CAL
1314
Capital Advisors Ltd
Ohio
$197K
NL
1315
Navalign LLC
California
$189K
WC
1316
Westwind Capital
New Mexico
$187K
MEG
1317
Millstone Evans Group
Colorado
$186K
IF
1318
Integrity Financial
Wyoming
$176K
HBW
1319
Hazlett, Burt & Watson
West Virginia
$175K
VDBMI
1320
Van Den Berg Management I
Texas
$174K
HPIA
1321
Hamilton Point Investment Advisors
North Carolina
$169K
OW
1322
Olistico Wealth
Oklahoma
$164K
CIAS
1323
Capital Investment Advisory Services
North Carolina
$164K
LWCFA
1324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$159K
BA
1325
Ballast Advisors
Minnesota
$158K