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iShares Russell Mid-Cap ETF

1,483 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 163 funds opening new positions, 553 increasing their positions, 407 reducing their positions, and 63 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
1,483
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
MA
1501
MJP Associates
Connecticut
BI
1502
Bolthouse Investments
California
BAS
1503
Brueske Advisory Services
Washington
LFG
1504
Lockerman Financial Group
California
TGAM
1505
TBH Global Asset Management
Tennessee
FFL
1506
Future Fund LLC
Illinois
TCMP
1507
Thrive Capital Management (Pennsylvania)
Pennsylvania
SFC
1508
Strategic Financial Concepts
Texas
AWA
1509
Arete Wealth Advisors
Illinois
Prudential Financial
1510
Prudential Financial
New Jersey
UB
1511
Umpqua Bank
Oregon
KJHP
1512
K.J. Harrison & Partners
Ontario, Canada
OWA
1513
Octavia Wealth Advisors
Ohio
KWS
1514
Keystone Wealth Services
California
BWP
1515
Baldwin Wealth Partners
Massachusetts
MSA
1516
Marino Stram & Associates
Massachusetts
BAM
1517
Berkshire Asset Management
Pennsylvania
P
1518
Pitcairn
Pennsylvania
MCC
1519
Money Concepts Capital
Florida
AFA
1520
Arlington Financial Advisors
California
BMCM
1521
Burns Matteson Capital Management
New York
TCOO
1522
Trust Company of Oklahoma
Oklahoma
SA
1523
Stewardship Advisors
Pennsylvania
LFA
1524
LGT Financial Advisors
Texas
PWA
1525
Provenance Wealth Advisors
Florida