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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
CWM
1426
Consultiva Wealth Management
Puerto Rico
$19.8K
WIM
1427
Westside Investment Management
California
$19.3K
MWPCG
1428
Measured Wealth Private Client Group
New Hampshire
$18.5K
GCM
1429
Gables Capital Management
Florida
$18.3K
SWIM
1430
Smallwood Wealth Investment Management
New Jersey
$18.3K
NEWAS
1431
N.E.W. Advisory Services
Wisconsin
$17.9K
KFA
1432
Kelleher Financial Advisors
New York
$17.3K
EAM
1433
Eukles Asset Management
Ohio
$16K
AAG
1434
Armstrong Advisory Group
Massachusetts
$15.3K
TAM
1435
Tucker Asset Management
Colorado
$14.8K
HCMG
1436
Howard Capital Management Group
California
$14.4K
PB
1437
Prosperity Bancshares
Texas
$14.3K
EWM
1438
Evolution Wealth Management
Florida
$14.2K
NFSG
1439
Newbridge Financial Services Group
Florida
$14K
SA
1440
SRH Advisors
Kansas
$13.9K
CNBT
1441
Cornerstone National Bank & Trust
Illinois
$13.6K
IWP
1442
IAG Wealth Partners
Wisconsin
$13.4K
FC
1443
Financial Consulate
Maryland
$13.4K
AGWCA
1444
Annis Gardner Whiting Capital Advisors
Florida
$12.6K
CPG
1445
Cornerstone Planning Group
New Jersey
$12.4K
NG
1446
NWK Group
California
$12.3K
MM
1447
Main Management
California
$11K
GWSA
1448
Global Wealth Strategies & Associates
Colorado
$10.7K
KA
1449
Kozak & Associates
Colorado
$10.5K
FWA
1450
Flagship Wealth Advisors
Massachusetts
$10.5K