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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
FFA
326
Farther Finance Advisors
California
$3.59M +$767K +7,677 +26%
CD
327
Chapin Davis
Maryland
$3.59M +$139K +1,387 +4%
SWM
328
Spire Wealth Management
Virginia
$3.56M -$17K -170 -0.5%
FC
329
FCA Corp
Texas
$3.49M -$65.3K -654 -2%
SC
330
SouthState Corp
Florida
$3.48M -$101K -1,011 -3%
CC
331
Courier Capital
New York
$3.48M -$499 -5 -0%
EAM
332
Erste Asset Management
Austria
$3.46M +$859K +8,600 +31%
ECM
333
Elgethun Capital Management
South Dakota
$3.45M
PFS
334
Prospera Financial Services
Texas
$3.45M -$78.9K -790 -2%
NL
335
NVWM LLC
Pennsylvania
$3.44M -$492K -4,925 -12%
MG
336
Mather Group
Illinois
$3.44M +$24.9K +249 +0.7%
CIP
337
Champlain Investment Partners
Vermont
$3.43M +$3.53M +35,300 New
FEG
338
Fund Evaluation Group
Ohio
$3.43M +$621K +6,218 +21%
FPCP
339
Fort Point Capital Partners
California
$3.42M +$415K +4,153 +13%
NS
340
NBC Securities
Alabama
$3.39M -$130K -1,301 -4%
AFC
341
AFT Forsyth & Company
Florida
$3.39M -$19.6K -196 -0.6%
HCMT
342
Highland Capital Management (Tennessee)
Tennessee
$3.38M -$1.5K -15 -0%
PFM
343
Phillips Financial Management
Indiana
$3.32M -$856K -8,572 -20%
AAS
344
Ameritas Advisory Services
Nebraska
$3.32M +$332K +3,319 +11%
SMC
345
Smith, Moore & Co
Missouri
$3.32M +$438K +4,383 +15%
WIA
346
World Investment Advisors
California
$3.31M -$59.1K -592 -2%
GIA
347
Gladstone Institutional Advisory
Florida
$3.3M -$129K -1,289 -4%
PFA
348
Pathway Financial Advisors
Vermont
$3.28M
AWA
349
Arkadios Wealth Advisors
Georgia
$3.27M +$809K +8,096 +32%
SPC
350
Sigma Planning Corp
Michigan
$3.24M +$128K +1,281 +4%