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iShares Russell Mid-Cap ETF

1,500 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 99 funds opening new positions, 454 increasing their positions, 530 reducing their positions, and 79 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 funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $38.8B → $40.6B (+$1.83B)

1% less funds holding

Funds holding: 1,5161,500 (-16)

14% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 530

Holders
1,500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.72M
Puts
$739K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modera Wealth Management
New Jersey
$6.91M
SWP
227
Summit Wealth Partners
Florida
$6.91M
ASN
228
Advisory Services Network
Georgia
$6.83M
NFG
229
Nadler Financial Group
Illinois
$6.78M
CPIG
230
Chicago Partners Investment Group
Illinois
$6.78M
FTS
231
Fifth Third Securities
Ohio
$6.74M
CWM
232
Chesapeake Wealth Management
Virginia
$6.73M
BLWM
233
Bucket List Wealth Management
Florida
$6.67M
FMC
234
First Merchants Corp
Indiana
$6.67M
PAS
235
Park Avenue Securities
New York
$6.62M
BFG
236
Baron Financial Group
New Jersey
$6.62M
CHC
237
City Holding Co
West Virginia
$6.61M
WPW
238
Winthrop Partners - WNY
New York
$6.6M
CGPCS
239
Capital Group Private Client Services
California
$6.54M
DBFM
240
Dickmeyer Boyce Financial Management
Indiana
$6.52M
CRC
241
Curi RMB Capital
Illinois
$6.49M
DWT
242
Dorsey & Whitney Trust
South Dakota
$6.41M
WW
243
Westshore Wealth
California
$6.35M
WB
244
WesBanco Bank
West Virginia
$6.22M
LFAS
245
Level Four Advisory Services
Texas
$6.18M
IAN
246
Integrated Advisors Network
Texas
$6.17M
CWP
247
CFM Wealth Partners
Texas
$6.08M
FNBOO
248
First National Bank of Omaha
Nebraska
$6.07M
OGF
249
Orin Green Financial
California
$6.02M
SFG
250
Sunburst Financial Group
Alabama
$5.96M