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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
MHR
1501
Matthew Hamilton Rosenberg
$3.66K
ETC
1502
Exchange Traded Concepts
Oklahoma
$3.08K
MI
1503
Motiv8 Investments
Florida
$2.98K
CFM
1504
Cornerstone Financial Management
Massachusetts
$2.41K
SIP
1505
Sellwood Investment Partners
Oregon
$2.31K
Q1WB
1506
Quest 10 Wealth Builders
Virginia
$2.12K
1L
1507
10Elms LLP
Oklahoma
$1.93K
CJ
1508
Caitlin John
Michigan
$1.93K
SAS
1509
Spurstone Advisory Services
Connecticut
$1.64K
HI
1510
Horizon Investments
North Carolina
$1.54K
HCA
1511
Harbor Capital Advisors
Illinois
$1K
LC
1512
Luminist Capital
Michigan
$770
CIA
1513
Cape Investment Advisory
Georgia
$770
WWA
1514
Wealth Watch Advisors
Colorado
$580
PLU
1515
Performa Ltd (US)
South Carolina
$96
PCP
1516
Proficio Capital Partners
Massachusetts
MAG
1517
Members Advisory Group
New York
Twin Tree Management
1518
Twin Tree Management
Texas
TCM
1519
TABR Capital Management
California
Kovitz Investment Group Partners
1520
Kovitz Investment Group Partners
Illinois
BL
1521
BFSG LLC
California
CPRC
1522
Consolidated Portfolio Review Corp
New York
EF
1523
Empowered Funds
Pennsylvania
VPP
1524
Vertex Planning Partners
Illinois
ATS
1525
Ashton Thomas Securities
New York