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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
MFT
1401
Moisand Fitzgerald Tamayo
Florida
$40.2K
AIM
1402
Anchor Investment Management
South Carolina
$40K
MWM
1403
Mascoma Wealth Management
New Hampshire
$39.1K
RIA
1404
Realta Investment Advisors
Delaware
$38.6K
WWM
1405
Wolff Wiese Magana
California
$38.4K
PWA
1406
Physician Wealth Advisors
Utah
$37.6K
PIS
1407
POM Investment Strategies
North Carolina
$37.5K
CFD
1408
Creative Financial Designs
Indiana
$37K
RWM
1409
Rialto Wealth Management
New York
$36.5K
TFA
1410
Transamerica Financial Advisors
Florida
$36.1K
KFP
1411
Kerr Financial Planning
California
$33.4K
AG
1412
AmeriFlex Group
Nevada
$31.3K
RFP
1413
Root Financial Partners
California
$31K
TTIC
1414
Tower Trust & Investment Company
Iowa
$30.8K
HWA
1415
HHM Wealth Advisors
Tennessee
$30K
CWP
1416
Concord Wealth Partners
Virginia
$29.4K
KFAS
1417
Keating Financial Advisory Services
Kansas
$29.4K
PFSC
1418
Peoples Financial Services Corp
Pennsylvania
$28.9K
FPF
1419
First Pacific Financial
Washington
$28.7K
HIA
1420
HFM Investment Advisors
New Jersey
$27.6K
NRG
1421
Nemes Rush Group
Michigan
$23.9K
TWD
1422
True Wealth Design
Ohio
$23.6K
WETS
1423
Wealth Enhancement Trust Services
South Dakota
$22.6K
FGAM
1424
Financial Gravity Asset Management
Texas
$21.4K
DJSG
1425
D.J. St. Germain
Massachusetts
$20.8K