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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
KOC
151
Koss-Olinger Consulting
Florida
$14.8M
BC
152
Bricktown Capital
Michigan
$14.7M
William Blair & Company
153
William Blair & Company
Illinois
$14.1M
ALA
154
Atlas Legacy Advisors
California
$13.8M
ATC
155
Argent Trust Co
Tennessee
$13.6M
PWAM
156
Private Wealth Asset Management
Iowa
$13.6M
DC
157
Davenport & Co
Virginia
$13.5M
Bessemer Group
158
Bessemer Group
New Jersey
$13.5M
GF
159
GGM Financials
Ohio
$13.3M
MNBTD
160
Moody National Bank Trust Division
Texas
$13.3M
TBWA
161
Three Bridge Wealth Advisors
California
$13.1M
PWM
162
Perigon Wealth Management
California
$13M
WTB
163
Washington Trust Bank
Washington
$12.9M
SC
164
Steph & Co
Wisconsin
$12.7M
ONB
165
Old National Bancorp
Indiana
$12.7M
A
166
Alongside
Texas
$12.6M
B
167
Bailard
California
$12.5M
AG
168
Ascent Group
Virginia
$12.3M
AWM
169
Axxcess Wealth Management
California
$12M
TMWM
170
Taylor & Morgan Wealth Management
Michigan
$11.6M
TF
171
Tompkins Financial
New York
$11.2M
FNT
172
First National Trust
Pennsylvania
$11.1M
PG
173
Proffitt & Goodson
Tennessee
$10.8M
EARNEST Partners
174
EARNEST Partners
Georgia
$10.7M
ZIM
175
Zacks Investment Management
Illinois
$10.6M