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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
MIM
126
Miller Investment Management
Pennsylvania
$18.7M
RSWM
127
Robertson Stephens Wealth Management
California
$18.4M
CFO
128
Callan Family Office
Pennsylvania
$18.3M
WT
129
Whittier Trust
California
$18.3M
PA
130
PFW Advisors
Georgia
$17.6M
UWPG
131
Ullmann Wealth Partners Group
Florida
$17.5M
LWM
132
LJI Wealth Management
Indiana
$17.5M
VCA
133
Verdence Capital Advisors
Maryland
$17.4M
SCG
134
Sonata Capital Group
Washington
$17.1M
FCBT
135
First Citizens Bank & Trust
North Carolina
$16.8M
FCP
136
Fidelis Capital Partners
Florida
$16.7M
CTB
137
Country Trust Bank
Illinois
$16.5M
AllianceBernstein
138
AllianceBernstein
Tennessee
$16.3M
PAG
139
Private Advisor Group
New Jersey
$16.3M
AWE
140
Avidian Wealth Enterprises
Texas
$16.2M
CANC
141
Culbertson A N & Co
Virginia
$16.2M
UW
142
Unique Wealth
Florida
$16.1M
PFM
143
Patton Fund Management
Texas
$16M
Bank of Nova Scotia
144
Bank of Nova Scotia
Ontario, Canada
$15.9M
BFS
145
Bradley Foster & Sargent
Connecticut
$15.7M
WC
146
Woodstock Corp
Massachusetts
$15.7M
HCA
147
Heck Capital Advisors
Wisconsin
$15.5M
ATPW
148
Ashton Thomas Private Wealth
Arizona
$15.3M
FF
149
Fox Financial
Pennsylvania
$15.1M
KOC
150
Koss-Olinger Consulting
Florida
$14.8M