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iShares Russell Mid-Cap ETF

1,485 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 164 funds opening new positions, 553 increasing their positions, 408 reducing their positions, and 64 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 (+$1.53B)

0.46% more ownership

Funds ownership: 82.62%83.08% (+0.46%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

Holders
1,485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
PPWM
201
Paragon Private Wealth Management
Kentucky
$8.12M
NW
202
NewEdge Wealth
Pennsylvania
$8.01M
SC
203
Savant Capital
Illinois
$7.89M
MT
204
Midwest Trust
Kansas
$7.8M
ACM
205
Argent Capital Management
Missouri
$7.72M
KPWS
206
Kestra Private Wealth Services
Texas
$7.68M
SWM
207
Shelton Wealth Management
Texas
$7.59M
SDWMA
208
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.58M
CFG
209
Citizens Financial Group
Rhode Island
$7.56M
DT
210
Diversified Trust
Tennessee
$7.55M
BFG
211
Bleakley Financial Group
New Jersey
$7.51M
SA
212
Sincerus Advisory
New York
$7.39M
SIC
213
Salem Investment Counselors
North Carolina
$7.3M
RWP
214
RWA Wealth Partners
Massachusetts
$7.19M
FTS
215
Fifth Third Securities
Ohio
$7.16M
BWFA
216
Baltimore-Washington Financial Advisors
Maryland
$7.13M
BWA
217
Beam Wealth Advisors
Louisiana
$7.06M
SWP
218
Summit Wealth Partners
Florida
$7.05M
IA
219
IFC Advisors
California
$6.96M
NFG
220
Nadler Financial Group
Illinois
$6.94M
FAM
221
Forte Asset Management
New York
$6.91M
MWM
222
Modera Wealth Management
New Jersey
$6.9M
CAM
223
Carret Asset Management
New York
$6.89M
ACA
224
Aptus Capital Advisors
Alabama
$6.86M
SF
225
Summit Financial
New Jersey
$6.82M