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iShares Russell Mid-Cap ETF

1,512 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 181 funds opening new positions, 556 increasing their positions, 411 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 (+$1.63B)

0.67% more ownership

Funds ownership: 82.62%83.29% (+0.67%)

9% less funds holding in top 10

Funds holding in top 10: 5853 (-5)

Holders
1,512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
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
LWMI
1351
Legacy Wealth Management (Idaho)
Idaho
$121K
MS
1352
Monetary Solutions
Ohio
$121K
AT
1353
Arlington Trust
Alabama
$119K
FP
1354
Financial Perspectives
Minnesota
$117K
CP
1355
Covenant Partners
Tennessee
$112K
EWP
1356
Elevation Wealth Partners
California
$111K
ME
1357
McIlrath & Eck
Washington
$110K
TC
1358
Truvestments Capital
Florida
$110K
MFC
1359
Mechanics Financial Corp
Ohio
$108K
OC
1360
Optima Capital
Oregon
$108K
MNA
1361
Manning & Napier Advisors
New York
$108K
WFA
1362
West Financial Advisors
Iowa
$100K
AIA
1363
Arcadia Investment Advisors
Idaho
$99.9K
FDW
1364
Fourth Dimension Wealth
Ohio
$99.5K
SIC
1365
SJS Investment Consulting
Ohio
$98.7K
AT
1366
Avalon Trust
New Mexico
$96.3K
PSB
1367
Piscataqua Savings Bank
New Hampshire
$96.3K
CFP
1368
Comprehensive Financial Planning
Pennsylvania
$95.9K
RF
1369
Rossby Financial
Florida
$95.6K
SAM
1370
Smartleaf Asset Management
Massachusetts
$94.8K
WTA
1371
Washington Trust Advisors
Massachusetts
$93.4K
SC
1372
Stephens Consulting
Michigan
$92.6K
SNB
1373
Security National Bank
Nebraska
$92.4K
CC
1374
Corsicana & Co
Texas
$91.3K
MAM
1375
Morse Asset Management
Connecticut
$88.6K