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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
SFG
251
Sunburst Financial Group
Alabama
$5.96M -$21.3K -213 -0.3%
IA
252
IFC Advisors
California
$5.95M -$1.11M -11,093 -15%
TTWM
253
TCV Trust & Wealth Management
Virginia
$5.93M -$230K -2,300 -4%
TCM
254
Triumph Capital Management
Colorado
$5.83M +$35.8K +358 +0.6%
NEPWA
255
New England Private Wealth Advisors
Massachusetts
$5.8M +$15.5K +155 +0.3%
MAA
256
Matrix Asset Advisors
New York
$5.79M +$64.3K +644 +1%
TFCP
257
Twin Focus Capital Partners
Massachusetts
$5.79M -$52.1K -522 -0.9%
EFS
258
Essex Financial Services
Connecticut
$5.78M -$224K -2,243 -4%
CWG
259
Cornerstone Wealth Group
North Carolina
$5.76M -$441K -4,415 -7%
GFG
260
Goldstone Financial Group
Illinois
$5.71M -$3.54M -35,451 -38%
PCG
261
Prosperity Consulting Group
Maryland
$5.71M -$174K -1,738 -3%
VNT
262
Vanguard National Trust
Pennsylvania
$5.71M +$5.86M +58,676 New
BMCM
263
Bryn Mawr Capital Management
Pennsylvania
$5.67M +$1.62M +16,240 +39%
SJIM
264
St. Johns Investment Management
Florida
$5.61M -$144K -1,442 -2%
UCFA
265
United Capital Financial Advisors
Texas
$5.56M -$821K -8,215 -13%
SVWAG
266
Sound View Wealth Advisors Group
Georgia
$5.52M -$83.1K -832 -1%
HW
267
Hancock Whitney
Mississippi
$5.52M +$102K +1,021 +2%
CPSAC
268
Chas P. Smith & Associates (CPS)
Florida
$5.5M -$2.5K -25 -0%
CWM
269
Cahaba Wealth Management
Georgia
$5.47M -$165K -1,653 -3%
CPSC
270
Carl P. Sherr & Co
Massachusetts
$5.43M +$66K +661 +1%
SHWM
271
Smith & Howard Wealth Management
Georgia
$5.33M +$704K +7,047 +15%
NAM
272
NTV Asset Management
West Virginia
$5.33M -$206K -2,065 -4%
AQR Capital Management
273
AQR Capital Management
Connecticut
$5.28M +$2.09M +20,896 +63%
ANC
274
Ames National Corp
Iowa
$5.28M -$74.9K -750 -1%
AIM
275
Acropolis Investment Management
Missouri
$5.27M -$175K -1,747 -3%