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iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 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 → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
TCM
1526
TABR Capital Management
California
Kovitz Investment Group Partners
1527
Kovitz Investment Group Partners
Illinois
BL
1528
BFSG LLC
California
CPRC
1529
Consolidated Portfolio Review Corp
New York
EF
1530
Empowered Funds
Pennsylvania
VPP
1531
Vertex Planning Partners
Illinois
ATS
1532
Ashton Thomas Securities
New York
AO
1533
Advisor OS
Illinois
Ohio Public Employees Retirement System (OPERS)
1534
Ohio Public Employees Retirement System (OPERS)
Ohio
DFA
1535
Davies Financial Advisors
California
MC
1536
Mathes Company
New York
MA
1537
MJP Associates
Connecticut
BI
1538
Bolthouse Investments
California
BAS
1539
Brueske Advisory Services
Washington
LFG
1540
Lockerman Financial Group
California
TGAM
1541
TBH Global Asset Management
Tennessee
FFL
1542
Future Fund LLC
Illinois
TCMP
1543
Thrive Capital Management (Pennsylvania)
Pennsylvania
SFC
1544
Strategic Financial Concepts
Texas
AWA
1545
Arete Wealth Advisors
Illinois
Prudential Financial
1546
Prudential Financial
New Jersey
UB
1547
Umpqua Bank
Oregon
KJHP
1548
K.J. Harrison & Partners
Ontario, Canada
OWA
1549
Octavia Wealth Advisors
Ohio
KWS
1550
Keystone Wealth Services
California