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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
DFA
1501
Davies Financial Advisors
California
MC
1502
Mathes Company
New York
MA
1503
MJP Associates
Connecticut
BI
1504
Bolthouse Investments
California
BAS
1505
Brueske Advisory Services
Washington
LFG
1506
Lockerman Financial Group
California
TGAM
1507
TBH Global Asset Management
Tennessee
FFL
1508
Future Fund LLC
Illinois
TCMP
1509
Thrive Capital Management (Pennsylvania)
Pennsylvania
SFC
1510
Strategic Financial Concepts
Texas
AWA
1511
Arete Wealth Advisors
Illinois
Prudential Financial
1512
Prudential Financial
New Jersey
UB
1513
Umpqua Bank
Oregon
KJHP
1514
K.J. Harrison & Partners
Ontario, Canada
OWA
1515
Octavia Wealth Advisors
Ohio
KWS
1516
Keystone Wealth Services
California
BWP
1517
Baldwin Wealth Partners
Massachusetts
MSA
1518
Marino Stram & Associates
Massachusetts
BAM
1519
Berkshire Asset Management
Pennsylvania
P
1520
Pitcairn
Pennsylvania
MCC
1521
Money Concepts Capital
Florida
AFA
1522
Arlington Financial Advisors
California
BMCM
1523
Burns Matteson Capital Management
New York
TCOO
1524
Trust Company of Oklahoma
Oklahoma
SA
1525
Stewardship Advisors
Pennsylvania