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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
IA
251
IFC Advisors
California
$5.95M
TTWM
252
TCV Trust & Wealth Management
Virginia
$5.93M
TCM
253
Triumph Capital Management
Colorado
$5.83M
NEPWA
254
New England Private Wealth Advisors
Massachusetts
$5.8M
MAA
255
Matrix Asset Advisors
New York
$5.79M
TFCP
256
Twin Focus Capital Partners
Massachusetts
$5.79M
EFS
257
Essex Financial Services
Connecticut
$5.78M
CWG
258
Cornerstone Wealth Group
North Carolina
$5.76M
GFG
259
Goldstone Financial Group
Illinois
$5.71M
PCG
260
Prosperity Consulting Group
Maryland
$5.71M
VNT
261
Vanguard National Trust
Pennsylvania
$5.71M
BMCM
262
Bryn Mawr Capital Management
Pennsylvania
$5.67M
SJIM
263
St. Johns Investment Management
Florida
$5.61M
UCFA
264
United Capital Financial Advisors
Texas
$5.56M
SVWAG
265
Sound View Wealth Advisors Group
Georgia
$5.52M
HW
266
Hancock Whitney
Mississippi
$5.52M
CPSAC
267
Chas P. Smith & Associates (CPS)
Florida
$5.5M
CWM
268
Cahaba Wealth Management
Georgia
$5.47M
CPSC
269
Carl P. Sherr & Co
Massachusetts
$5.43M
SHWM
270
Smith & Howard Wealth Management
Georgia
$5.33M
NAM
271
NTV Asset Management
West Virginia
$5.33M
AQR Capital Management
272
AQR Capital Management
Connecticut
$5.28M
ANC
273
Ames National Corp
Iowa
$5.28M
AIM
274
Acropolis Investment Management
Missouri
$5.27M
EWA
275
EP Wealth Advisors
California
$5.15M