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iShares Russell Mid-Cap ETF

1,502 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 175 funds opening new positions, 556 increasing their positions, 408 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 (+$1.61B)

0.62% more ownership

Funds ownership: 82.62%83.24% (+0.62%)

10% less funds holding in top 10

Funds holding in top 10: 5852 (-6)

Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
TCMP
1526
Thrive Capital Management (Pennsylvania)
Pennsylvania
SFC
1527
Strategic Financial Concepts
Texas
AWA
1528
Arete Wealth Advisors
Illinois
Prudential Financial
1529
Prudential Financial
New Jersey
UB
1530
Umpqua Bank
Oregon
KJHP
1531
K.J. Harrison & Partners
Ontario, Canada
OWA
1532
Octavia Wealth Advisors
Ohio
KWS
1533
Keystone Wealth Services
California
BWP
1534
Baldwin Wealth Partners
Massachusetts
MSA
1535
Marino Stram & Associates
Massachusetts
BAM
1536
Berkshire Asset Management
Pennsylvania
P
1537
Pitcairn
Pennsylvania
MCC
1538
Money Concepts Capital
Florida
AFA
1539
Arlington Financial Advisors
California
BMCM
1540
Burns Matteson Capital Management
New York
TCOO
1541
Trust Company of Oklahoma
Oklahoma
SA
1542
Stewardship Advisors
Pennsylvania
PPA
1543
Painted Porch Advisors
California
LFA
1544
LGT Financial Advisors
Texas
PWA
1545
Provenance Wealth Advisors
Florida
MA
1546
Marquette Associates
Illinois
Harris Associates
1547
Harris Associates
Illinois
KHC
1548
Koesten Hirschmann & Crabtree
Kansas
HFS
1549
Hopwood Financial Services
Virginia
MAM
1550
MMA Asset Management
Pennsylvania