IWR icon

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
CD
326
Chapin Davis
Maryland
$3.59M
SWM
327
Spire Wealth Management
Virginia
$3.56M
FC
328
FCA Corp
Texas
$3.49M
SC
329
SouthState Corp
Florida
$3.48M
CC
330
Courier Capital
New York
$3.48M
EAM
331
Erste Asset Management
Austria
$3.46M
ECM
332
Elgethun Capital Management
South Dakota
$3.45M
PFS
333
Prospera Financial Services
Texas
$3.45M
NL
334
NVWM LLC
Pennsylvania
$3.44M
MG
335
Mather Group
Illinois
$3.44M
CIP
336
Champlain Investment Partners
Vermont
$3.43M
FEG
337
Fund Evaluation Group
Ohio
$3.43M
FPCP
338
Fort Point Capital Partners
California
$3.42M
NS
339
NBC Securities
Alabama
$3.39M
AFC
340
AFT Forsyth & Company
Florida
$3.39M
HCMT
341
Highland Capital Management (Tennessee)
Tennessee
$3.38M
PFM
342
Phillips Financial Management
Indiana
$3.32M
AAS
343
Ameritas Advisory Services
Nebraska
$3.32M
SMC
344
Smith, Moore & Co
Missouri
$3.32M
WIA
345
World Investment Advisors
California
$3.31M
GIA
346
Gladstone Institutional Advisory
Florida
$3.3M
PFA
347
Pathway Financial Advisors
Vermont
$3.28M
AWA
348
Arkadios Wealth Advisors
Georgia
$3.27M
SPC
349
Sigma Planning Corp
Michigan
$3.24M
RPSA
350
Richard P. Slaughter Associates
Texas
$3.22M