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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
BOJHT
1451
Bank of Jackson Hole Trust
Wyoming
$10.4K
AW
1452
Avion Wealth
Texas
$10K
JGIA
1453
Jackson Grant Investment Advisers
Connecticut
$9.69K
M
1454
MOTCO
Texas
$9.63K
PW
1455
Pandora Wealth
Illinois
$9.63K
HNB
1456
Hilltop National Bank
Wyoming
$8.38K
DF
1457
DecisionPoint Financial
Arizona
$7.99K
TPBG
1458
Turning Point Benefit Group
Maryland
$7.99K
S
1459
SignatureFD
Georgia
$7.51K
FCT
1460
First Community Trust
Iowa
$7.12K
POIA
1461
Pin Oak Investment Advisors
Texas
$7K
YP
1462
YANKCOM Partnership
South Dakota
$6.83K
ACB
1463
Aristotle Capital Boston
Massachusetts
$6.45K
WH
1464
Wallace Hart
Kentucky
$5.58K
CYG
1465
Clean Yield Group
Vermont
$5.39K
VWA
1466
Valued Wealth Advisors
Utah
$5.01K
KCM
1467
Key Capital Management
Tennessee
$4.81K
NA
1468
Networth Advisors
Pennsylvania
$4.72K
WAG
1469
Wilkerson Advisory Group
Missouri
$4.43K
MCA
1470
McGuire Capital Advisors
Oklahoma
$4.33K
GA
1471
GoalVest Advisory
New York
$3.85K
FIM
1472
FWL Investment Management
Texas
$3.75K
AWM
1473
Abound Wealth Management
Tennessee
$3.75K
MHR
1474
Matthew Hamilton Rosenberg
$3.66K
ETC
1475
Exchange Traded Concepts
Oklahoma
$3.08K