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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
EWA
1401
EQ Wealth Advisors
Texas
$58.1K
CT
1402
Clearstead Trust
Maine
$58.1K
MFA
1403
Morling Financial Advisors
California
$57.8K
MAS
1404
MPWM Advisory Solutions
Georgia
$57.1K
CWM
1405
Copia Wealth Management
Oregon
$56.5K
PCA
1406
Providence Capital Advisors
North Carolina
$55.9K
MIA
1407
Milestone Investment Advisors
Wisconsin
$54.1K
WWM
1408
Woodside Wealth Management
Massachusetts
$53.9K
SWP
1409
Strategic Wealth Partners
Ohio
$53.4K
FCAS
1410
First Command Advisory Services
Texas
$51.6K
CBT
1411
Crews Bank & Trust
Florida
$50.5K
CMA
1412
Cedar Mountain Advisors
Oregon
$49K
BONH
1413
Bank of New Hampshire
New Hampshire
$48.1K
CMP
1414
Coston McIsaac & Partners
Maine
$48K
HHCP
1415
Hilton Head Capital Partners
South Carolina
$47.5K
PWMG
1416
Private Wealth Management Group
New Jersey
$47K
APW
1417
Atlantic Private Wealth
North Carolina
$44.9K
PWM
1418
Provident Wealth Management
Tennessee
$44.3K
PCFFS
1419
Pacific Center for Financial Services
California
$43.3K
DCM
1420
Dorato Capital Management
Colorado
$43.1K
BW
1421
Basepoint Wealth
Iowa
$42.6K
TCM
1422
TD Capital Management
Tennessee
$42K
CRI
1423
Commonwealth Retirement Investments
Virginia
$41.5K
KFI
1424
Key Financial Inc
Pennsylvania
$40.7K
MFT
1425
Moisand Fitzgerald Tamayo
Florida
$40.2K