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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
EWA
276
EP Wealth Advisors
California
$5.15M +$261K +2,608 +5%
FWIA
277
Fort Washington Investment Advisors
Ohio
$5.12M +$1.48M +14,847 +39%
STA
278
Smith Thornton Advisors
Alabama
$5.11M +$37.6K +376 +0.7%
CNC
279
Canandaigua National Corp
New York
$5.05M +$5.19M +51,949 New
GFP
280
Gryphon Financial Partners
Ohio
$5.04M +$352K +3,528 +7%
CFB
281
Cullen/Frost Bankers
Texas
$5.02M +$83.8K +839 +2%
CP
282
Canopy Partners
Ohio
$5.01M -$460K -4,607 -8%
CCA
283
Conservest Capital Advisors
Pennsylvania
$5M -$462K -4,629 -8%
OC
284
Oppenheimer & Co
New York
$4.98M +$604K +6,049 +13%
FA
285
FDx Advisors
Illinois
$4.92M -$119K -1,193 -2%
CB
286
Centennial Bank
Arkansas
$4.89M +$443K +4,431 +10%
TCWA
287
Turtle Creek Wealth Advisors
Texas
$4.88M -$852K -8,525 -15%
MWP
288
MYCIO Wealth Partners
Pennsylvania
$4.84M +$354K +3,541 +8%
LL
289
LPWM LLC
Minnesota
$4.81M +$33.5K +335 +0.7%
EW
290
Evoke Wealth
California
$4.75M -$994K -9,946 -17%
WIC
291
Whitegate Investment Counselors
New Hampshire
$4.72M -$117K -1,170 -2%
BCM
292
BTC Capital Management
Iowa
$4.68M +$93.3K +934 +2%
PS
293
Principal Securities
Iowa
$4.59M -$164K -1,646 -3%
BCI
294
Brinker Capital Investments
Pennsylvania
$4.58M -$1.53M -15,288 -24%
TCOT
295
Trust Company of Toledo
Ohio
$4.51M -$8.89K -89 -0.2%
KWM
296
Kingsview Wealth Management
Oregon
$4.51M +$240K +2,398 +5%
CL
297
Choreo LLC
Illinois
$4.43M -$59.3K -594 -1%
IWM
298
IHT Wealth Management
Illinois
$4.42M +$79.5K +796 +2%
HWM
299
HB Wealth Management
Georgia
$4.4M +$93.7K +938 +2%
SAM
300
Silvercrest Asset Management
New York
$4.39M -$1.11M -11,124 -20%