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iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 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 → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
PCFFS
1426
Pacific Center for Financial Services
California
$43.3K
DCM
1427
Dorato Capital Management
Colorado
$43.1K
BW
1428
Basepoint Wealth
Iowa
$42.6K
TCM
1429
TD Capital Management
Tennessee
$42K
CRI
1430
Commonwealth Retirement Investments
Virginia
$41.5K
KFI
1431
Key Financial Inc
Pennsylvania
$40.7K
MFT
1432
Moisand Fitzgerald Tamayo
Florida
$40.2K
AIM
1433
Anchor Investment Management
South Carolina
$40K
MWM
1434
Mascoma Wealth Management
New Hampshire
$39.1K
RIA
1435
Realta Investment Advisors
Delaware
$38.6K
WWM
1436
Wolff Wiese Magana
California
$38.4K
PWA
1437
Physician Wealth Advisors
Utah
$37.6K
PIS
1438
POM Investment Strategies
North Carolina
$37.5K
CFD
1439
Creative Financial Designs
Indiana
$37K
RWM
1440
Rialto Wealth Management
New York
$36.5K
TFA
1441
Transamerica Financial Advisors
Florida
$36.1K
KFP
1442
Kerr Financial Planning
California
$33.4K
RAM
1443
Reflection Asset Management
South Carolina
$33K
AG
1444
AmeriFlex Group
Nevada
$31.3K
RFP
1445
Root Financial Partners
California
$31K
TTIC
1446
Tower Trust & Investment Company
Iowa
$30.8K
HWA
1447
HHM Wealth Advisors
Tennessee
$30K
CWP
1448
Concord Wealth Partners
Virginia
$29.4K
KFAS
1449
Keating Financial Advisory Services
Kansas
$29.4K
PFSC
1450
Peoples Financial Services Corp
Pennsylvania
$28.9K