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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
SFG
251
Sunburst Financial Group
Alabama
$5.96M
IA
252
IFC Advisors
California
$5.95M
TTWM
253
TCV Trust & Wealth Management
Virginia
$5.93M
TCM
254
Triumph Capital Management
Colorado
$5.83M
NEPWA
255
New England Private Wealth Advisors
Massachusetts
$5.8M
MAA
256
Matrix Asset Advisors
New York
$5.79M
TFCP
257
Twin Focus Capital Partners
Massachusetts
$5.79M
EFS
258
Essex Financial Services
Connecticut
$5.78M
CWG
259
Cornerstone Wealth Group
North Carolina
$5.76M
GFG
260
Goldstone Financial Group
Illinois
$5.71M
PCG
261
Prosperity Consulting Group
Maryland
$5.71M
VNT
262
Vanguard National Trust
Pennsylvania
$5.71M
BMCM
263
Bryn Mawr Capital Management
Pennsylvania
$5.67M
SJIM
264
St. Johns Investment Management
Florida
$5.61M
UCFA
265
United Capital Financial Advisors
Texas
$5.56M
SVWAG
266
Sound View Wealth Advisors Group
Georgia
$5.52M
HW
267
Hancock Whitney
Mississippi
$5.52M
CPSAC
268
Chas P. Smith & Associates (CPS)
Florida
$5.5M
CWM
269
Cahaba Wealth Management
Georgia
$5.47M
CPSC
270
Carl P. Sherr & Co
Massachusetts
$5.43M
SHWM
271
Smith & Howard Wealth Management
Georgia
$5.33M
NAM
272
NTV Asset Management
West Virginia
$5.33M
AQR Capital Management
273
AQR Capital Management
Connecticut
$5.28M
ANC
274
Ames National Corp
Iowa
$5.28M
AIM
275
Acropolis Investment Management
Missouri
$5.27M