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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
TCOO
1551
Trust Company of Oklahoma
Oklahoma
SA
1552
Stewardship Advisors
Pennsylvania
PPA
1553
Painted Porch Advisors
California
LFA
1554
LGT Financial Advisors
Texas
PWA
1555
Provenance Wealth Advisors
Florida
MA
1556
Marquette Associates
Illinois
Harris Associates
1557
Harris Associates
Illinois
KHC
1558
Koesten Hirschmann & Crabtree
Kansas
HFS
1559
Hopwood Financial Services
Virginia
MAM
1560
MMA Asset Management
Pennsylvania
GWSG
1561
GPS Wealth Strategies Group
Colorado
DMKJ
1562
David M. Knott Jr
NC
1563
North Capital
Utah
RA
1564
Rise Advisors
New York
CPA
1565
Cardiff Park Advisors
California
FFWM
1566
Future Financial Wealth Management
Ohio
ATC
1567
Advantage Trust Company
Kansas
RWM
1568
RMG Wealth Management
Wisconsin
CAC
1569
Core Alternative Capital
Georgia
JWM
1570
JPL Wealth Management
Colorado
CFS
1571
Compass Financial Services
Iowa
SAM
1572
Strive Asset Management
Ohio
BPAMU
1573
BTG Pactual Asset Management US
New York
CCM
1574
Cloud Capital Management
Washington
KWM
1575
Kiker Wealth Management
Georgia