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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
DTC
301
Davidson Trust Company
Washington
$4.32M
LNWTC
302
Laird Norton Wetherby Trust Company
Washington
$4.26M -$100 -1 -0%
QCG
303
Quadrant Capital Group
Ohio
$4.21M -$25K -250 -0.6%
SFA
304
Sequoia Financial Advisors
Ohio
$4.2M +$1.9K +19 +0%
LT
305
Legacy Trust
Michigan
$4.18M +$6.99K +70 +0.2%
BFC
306
Bedel Financial Consulting
Indiana
$4.17M +$268K +2,685 +7%
IWC
307
Integrated Wealth Concepts
Massachusetts
$4.17M +$2.61M +26,164 +157%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$4.16M -$3.1K -31 -0.1%
Citigroup
309
Citigroup
New York
$4.09M -$864K -8,645 -17%
HW
310
HORAN Wealth
Ohio
$4.07M +$2.11M +21,118 +100%
BP
311
Ballentine Partners
Massachusetts
$4.01M -$165K -1,647 -4%
Allspring Global Investments
312
Allspring Global Investments
North Carolina
$3.96M +$55.3K +554 +1%
EW
313
Elyxium Wealth
California
$3.95M +$544K +5,444 +15%
DWM
314
Daner Wealth Management
Georgia
$3.94M -$37.3K -373 -1%
AMG
315
Asset Management Group
Connecticut
$3.85M +$10.2K +102 +0.3%
SCA
316
St. Clair Advisors
Ohio
$3.84M +$1.45M +14,545 +58%
PTC
317
Private Trust Company
Ohio
$3.8M +$429K +4,293 +12%
GWS
318
Greykasell Wealth Strategies
California
$3.79M +$156K +1,565 +4%
NWA
319
Northwest Wealth Advisors
Washington
$3.78M +$454K +4,545 +13%
OIA
320
OneDigital Investment Advisors
Kansas
$3.75M -$3.07M -30,736 -44%
Financial Engines Advisors
321
Financial Engines Advisors
California
$3.7M -$120K -1,206 -3%
SCM
322
SCS Capital Management
Massachusetts
$3.69M -$154K -1,542 -4%
SIC
323
Samalin Investment Counsel
New York
$3.6M -$1.02M -10,223 -22%
AL
324
Aspiriant LLC
California
$3.59M -$239K -2,397 -6%
CFO
325
Cambient Family Office
Michigan
$3.59M -$6.09K -61 -0.2%