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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
AIM
1426
Anchor Investment Management
South Carolina
$40K
MWM
1427
Mascoma Wealth Management
New Hampshire
$39.1K
RIA
1428
Realta Investment Advisors
Delaware
$38.6K
WWM
1429
Wolff Wiese Magana
California
$38.4K
PWA
1430
Physician Wealth Advisors
Utah
$37.6K
PIS
1431
POM Investment Strategies
North Carolina
$37.5K
CFD
1432
Creative Financial Designs
Indiana
$37K
RWM
1433
Rialto Wealth Management
New York
$36.5K
TFA
1434
Transamerica Financial Advisors
Florida
$36.1K
KFP
1435
Kerr Financial Planning
California
$33.4K
RAM
1436
Reflection Asset Management
South Carolina
$33K
AG
1437
AmeriFlex Group
Nevada
$31.3K
RFP
1438
Root Financial Partners
California
$31K
TTIC
1439
Tower Trust & Investment Company
Iowa
$30.8K
HWA
1440
HHM Wealth Advisors
Tennessee
$30K
CWP
1441
Concord Wealth Partners
Virginia
$29.4K
KFAS
1442
Keating Financial Advisory Services
Kansas
$29.4K
PFSC
1443
Peoples Financial Services Corp
Pennsylvania
$28.9K
FPF
1444
First Pacific Financial
Washington
$28.7K
HIA
1445
HFM Investment Advisors
New Jersey
$27.6K
NRG
1446
Nemes Rush Group
Michigan
$23.9K
TWD
1447
True Wealth Design
Ohio
$23.6K
WETS
1448
Wealth Enhancement Trust Services
South Dakota
$22.6K
FGAM
1449
Financial Gravity Asset Management
Texas
$21.4K
DJSG
1450
D.J. St. Germain
Massachusetts
$20.8K