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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
DTC
301
Davidson Trust Company
Washington
$4.32M
LNWTC
302
Laird Norton Wetherby Trust Company
Washington
$4.26M
QCG
303
Quadrant Capital Group
Ohio
$4.21M
SFA
304
Sequoia Financial Advisors
Ohio
$4.2M
LT
305
Legacy Trust
Michigan
$4.18M
BFC
306
Bedel Financial Consulting
Indiana
$4.17M
IWC
307
Integrated Wealth Concepts
Massachusetts
$4.17M
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$4.16M
Citigroup
309
Citigroup
New York
$4.09M
HW
310
HORAN Wealth
Ohio
$4.07M
BP
311
Ballentine Partners
Massachusetts
$4.01M
Allspring Global Investments
312
Allspring Global Investments
North Carolina
$3.96M
EW
313
Elyxium Wealth
California
$3.95M
DWM
314
Daner Wealth Management
Georgia
$3.94M
AMG
315
Asset Management Group
Connecticut
$3.85M
SCA
316
St. Clair Advisors
Ohio
$3.84M
PTC
317
Private Trust Company
Ohio
$3.8M
GWS
318
Greykasell Wealth Strategies
California
$3.79M
NWA
319
Northwest Wealth Advisors
Washington
$3.78M
OIA
320
OneDigital Investment Advisors
Kansas
$3.75M
Financial Engines Advisors
321
Financial Engines Advisors
California
$3.7M
SCM
322
SCS Capital Management
Massachusetts
$3.69M
SIC
323
Samalin Investment Counsel
New York
$3.6M
AL
324
Aspiriant LLC
California
$3.59M
CFO
325
Cambient Family Office
Michigan
$3.59M