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iShares Russell Mid-Cap ETF

1,511 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, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
ACA
226
Aptus Capital Advisors
Alabama
$6.92M
MWM
227
Modera Wealth Management
New Jersey
$6.91M
SWP
228
Summit Wealth Partners
Florida
$6.91M
ASN
229
Advisory Services Network
Georgia
$6.83M
NFG
230
Nadler Financial Group
Illinois
$6.78M
CPIG
231
Chicago Partners Investment Group
Illinois
$6.78M
FTS
232
Fifth Third Securities
Ohio
$6.74M
CWM
233
Chesapeake Wealth Management
Virginia
$6.73M
BLWM
234
Bucket List Wealth Management
Florida
$6.67M
FMC
235
First Merchants Corp
Indiana
$6.67M
PAS
236
Park Avenue Securities
New York
$6.62M
BFG
237
Baron Financial Group
New Jersey
$6.62M
CHC
238
City Holding Co
West Virginia
$6.61M
WPW
239
Winthrop Partners - WNY
New York
$6.6M
CGPCS
240
Capital Group Private Client Services
California
$6.54M
DBFM
241
Dickmeyer Boyce Financial Management
Indiana
$6.52M
CRC
242
Curi RMB Capital
Illinois
$6.49M
DWT
243
Dorsey & Whitney Trust
South Dakota
$6.41M
WW
244
Westshore Wealth
California
$6.35M
WB
245
WesBanco Bank
West Virginia
$6.22M
LFAS
246
Level Four Advisory Services
Texas
$6.18M
IAN
247
Integrated Advisors Network
Texas
$6.17M
CWP
248
CFM Wealth Partners
Texas
$6.08M
FNBOO
249
First National Bank of Omaha
Nebraska
$6.07M
OGF
250
Orin Green Financial
California
$6.02M