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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
FWIA
276
Fort Washington Investment Advisors
Ohio
$5.12M
STA
277
Smith Thornton Advisors
Alabama
$5.11M
CNC
278
Canandaigua National Corp
New York
$5.05M
GFP
279
Gryphon Financial Partners
Ohio
$5.04M
CFB
280
Cullen/Frost Bankers
Texas
$5.02M
CP
281
Canopy Partners
Ohio
$5.01M
CCA
282
Conservest Capital Advisors
Pennsylvania
$5M
OC
283
Oppenheimer & Co
New York
$4.98M
FA
284
FDx Advisors
Illinois
$4.92M
CB
285
Centennial Bank
Arkansas
$4.89M
TCWA
286
Turtle Creek Wealth Advisors
Texas
$4.88M
MWP
287
MYCIO Wealth Partners
Pennsylvania
$4.84M
LL
288
LPWM LLC
Minnesota
$4.81M
EW
289
Evoke Wealth
California
$4.75M
WIC
290
Whitegate Investment Counselors
New Hampshire
$4.72M
BCM
291
BTC Capital Management
Iowa
$4.68M
PS
292
Principal Securities
Iowa
$4.59M
BCI
293
Brinker Capital Investments
Pennsylvania
$4.58M
TCOT
294
Trust Company of Toledo
Ohio
$4.51M
KWM
295
Kingsview Wealth Management
Oregon
$4.51M
CL
296
Choreo LLC
Illinois
$4.43M
IWM
297
IHT Wealth Management
Illinois
$4.42M
HWM
298
HB Wealth Management
Georgia
$4.4M
SAM
299
Silvercrest Asset Management
New York
$4.39M
DTC
300
Davidson Trust Company
Washington
$4.32M