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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
AO
1526
Advisor OS
Illinois
Ohio Public Employees Retirement System (OPERS)
1527
Ohio Public Employees Retirement System (OPERS)
Ohio
DFA
1528
Davies Financial Advisors
California
MC
1529
Mathes Company
New York
MA
1530
MJP Associates
Connecticut
BI
1531
Bolthouse Investments
California
BAS
1532
Brueske Advisory Services
Washington
LFG
1533
Lockerman Financial Group
California
TGAM
1534
TBH Global Asset Management
Tennessee
FFL
1535
Future Fund LLC
Illinois
TCMP
1536
Thrive Capital Management (Pennsylvania)
Pennsylvania
SFC
1537
Strategic Financial Concepts
Texas
AWA
1538
Arete Wealth Advisors
Illinois
Prudential Financial
1539
Prudential Financial
New Jersey
UB
1540
Umpqua Bank
Oregon
KJHP
1541
K.J. Harrison & Partners
Ontario, Canada
OWA
1542
Octavia Wealth Advisors
Ohio
KWS
1543
Keystone Wealth Services
California
BWP
1544
Baldwin Wealth Partners
Massachusetts
MSA
1545
Marino Stram & Associates
Massachusetts
BAM
1546
Berkshire Asset Management
Pennsylvania
P
1547
Pitcairn
Pennsylvania
MCC
1548
Money Concepts Capital
Florida
AFA
1549
Arlington Financial Advisors
California
BMCM
1550
Burns Matteson Capital Management
New York