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iShares Russell Mid-Cap ETF

1,512 hedge funds and large institutions have $40.6B invested in iShares Russell Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 459 increasing their positions, 533 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $4.72M | Put options by funds: $739K

31% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 78

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

2.17% more ownership

Funds ownership: 83.35%85.51% (+2.2%)

5% more capital invested

Capital invested by funds: $38.8B → $40.6B (+$1.86B)

0% less funds holding

Funds holding: 1,5191,512 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,512
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
18.63%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
102
Increased
459
Reduced
533
Closed
78
Calls
$4.72M
Puts
$739K
Net Calls
+$3.99M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.87B +$1.4B +14,042,687 +18%
Bank of America
2
Bank of America
North Carolina
$6.41B -$69.3M -693,395 -1%
Wells Fargo
3
Wells Fargo
California
$4.16B +$114M +1,140,119 +3%
US Bancorp
4
US Bancorp
Minnesota
$1.26B -$788K -7,886 -0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.2B -$16.4M -164,229 -1%
Morgan Stanley
6
Morgan Stanley
New York
$1.07B +$18.9M +189,068 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.04B -$5.21M -52,159 -0.5%
Northern Trust
8
Northern Trust
Illinois
$990M -$14.6M -146,081 -1%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$872M +$28.8M +288,439 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$766M -$3.71M -37,150 -0.5%
UBS Group
11
UBS Group
Switzerland
$704M +$123M +1,231,951 +20%
JP Morgan Chase
12
JP Morgan Chase
New York
$655M +$17.1M +171,633 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$435M -$12.7M -127,293 -3%
Truist Financial
14
Truist Financial
North Carolina
$406M -$308K -3,081 -0.1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$398M +$3.21M +32,181 +0.8%
ANTB
16
AMG National Trust Bank
Colorado
$378M +$7.74M +77,476 +2%
LPL Financial
17
LPL Financial
California
$365M +$23.5M +235,527 +7%
CBU
18
CIBC Bancorp USA
Illinois
$306M +$315M +3,149,904 New
Ameriprise
19
Ameriprise
Minnesota
$293M +$19.2M +192,109 +7%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$283M +$95.2M +953,277 +49%
JIC
21
Johnson Investment Counsel
Ohio
$283M +$9.03M +90,405 +3%
TCIIS
22
TIAA-CREF Individual & Institutional Services
New York
$273M +$281M +2,811,404 New
Raymond James Financial
23
Raymond James Financial
Florida
$272M -$12.1M -120,755 -4%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$248M +$52.1M +521,709 +26%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$207M -$12.3M -122,909 -5%