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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 101 funds opening new positions, 459 increasing their positions, 534 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

29% more first-time investments, than exits

New positions opened: 101 | 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)

1% less funds holding

Funds holding: 1,5201,512 (-8)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 534

Holders
1,512
Holders Change
-8
Holders Change %
-0.53%
% of All Funds
18.61%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
101
Increased
459
Reduced
534
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
ACA
226
Aptus Capital Advisors
Alabama
$6.92M -$6.69K -67 -0.1%
MWM
227
Modera Wealth Management
New Jersey
$6.91M -$60.7K -608 -0.8%
SWP
228
Summit Wealth Partners
Florida
$6.91M -$218K -2,181 -3%
ASN
229
Advisory Services Network
Georgia
$6.83M +$531K +5,314 +8%
NFG
230
Nadler Financial Group
Illinois
$6.78M -$230K -2,305 -3%
CPIG
231
Chicago Partners Investment Group
Illinois
$6.78M +$80.3K +804 +1%
FTS
232
Fifth Third Securities
Ohio
$6.74M -$510K -5,110 -7%
CWM
233
Chesapeake Wealth Management
Virginia
$6.73M -$97.1K -972 -1%
BLWM
234
Bucket List Wealth Management
Florida
$6.67M -$9.82M -98,347 -59%
FMC
235
First Merchants Corp
Indiana
$6.67M +$20.1K +201 +0.3%
PAS
236
Park Avenue Securities
New York
$6.62M -$2.86M -28,620 -30%
BFG
237
Baron Financial Group
New Jersey
$6.62M +$302K +3,027 +5%
CHC
238
City Holding Co
West Virginia
$6.61M -$174K -1,740 -2%
WPW
239
Winthrop Partners - WNY
New York
$6.6M -$24.4K -244 -0.4%
CGPCS
240
Capital Group Private Client Services
California
$6.54M -$18.8K -188 -0.3%
DBFM
241
Dickmeyer Boyce Financial Management
Indiana
$6.52M +$6.7M +67,057 New
CRC
242
Curi RMB Capital
Illinois
$6.49M +$146K +1,457 +2%
DWT
243
Dorsey & Whitney Trust
South Dakota
$6.41M +$316K +3,160 +5%
WW
244
Westshore Wealth
California
$6.35M -$314K -3,141 -5%
WB
245
WesBanco Bank
West Virginia
$6.22M -$87K -871 -1%
LFAS
246
Level Four Advisory Services
Texas
$6.18M +$81K +811 +1%
IAN
247
Integrated Advisors Network
Texas
$6.17M -$222K -2,222 -3%
CWP
248
CFM Wealth Partners
Texas
$6.08M -$100K -1,005 -2%
FNBOO
249
First National Bank of Omaha
Nebraska
$6.07M +$103K +1,035 +2%
OGF
250
Orin Green Financial
California
$6.02M +$9.19K +92 +0.1%