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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
LNWTC
301
Laird Norton Wetherby Trust Company
Washington
$4.26M
QCG
302
Quadrant Capital Group
Ohio
$4.21M
SFA
303
Sequoia Financial Advisors
Ohio
$4.2M
LT
304
Legacy Trust
Michigan
$4.18M
BFC
305
Bedel Financial Consulting
Indiana
$4.17M
IWC
306
Integrated Wealth Concepts
Massachusetts
$4.17M
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$4.16M
Citigroup
308
Citigroup
New York
$4.09M
HW
309
HORAN Wealth
Ohio
$4.07M
BP
310
Ballentine Partners
Massachusetts
$4.01M
Allspring Global Investments
311
Allspring Global Investments
North Carolina
$3.96M
EW
312
Elyxium Wealth
California
$3.95M
DWM
313
Daner Wealth Management
Georgia
$3.94M
AMG
314
Asset Management Group
Connecticut
$3.85M
SCA
315
St. Clair Advisors
Ohio
$3.84M
PTC
316
Private Trust Company
Ohio
$3.8M
GWS
317
Greykasell Wealth Strategies
California
$3.79M
NWA
318
Northwest Wealth Advisors
Washington
$3.78M
OIA
319
OneDigital Investment Advisors
Kansas
$3.75M
Financial Engines Advisors
320
Financial Engines Advisors
California
$3.7M
SCM
321
SCS Capital Management
Massachusetts
$3.69M
SIC
322
Samalin Investment Counsel
New York
$3.6M
AL
323
Aspiriant LLC
California
$3.59M
CFO
324
Cambient Family Office
Michigan
$3.59M
FFA
325
Farther Finance Advisors
California
$3.59M