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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
AFA
351
Allium Financial Advisors
Oregon
$3.19M
FA
352
Flagstar Advisors
New York
$3.14M
PA
353
Procyon Advisors
Connecticut
$3.13M
GWM
354
Geneos Wealth Management
Colorado
$3.13M
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$3.11M
GT
356
Greenleaf Trust
Michigan
$3.09M
GC
357
Granville Capital
North Carolina
$3.07M
FF
358
Finley Financial
Nevada
$3.06M
SFS
359
Summit Financial Strategies
Ohio
$3.03M
SFS
360
Sowell Financial Services
Arkansas
$3.02M
AIM
361
Allen Investment Management
New York
$3.01M
BIG
362
Builder Investment Group
Georgia
$3.01M
NFP
363
Narus Financial Partners
Utah
$2.97M
ECM
364
Evergreen Capital Management
Washington
$2.97M
RBWA
365
RFG - Bristol Wealth Advisors
Massachusetts
$2.95M
CFP
366
Catalyst Financial Partners
Massachusetts
$2.95M
EWM
367
Evercore Wealth Management
New York
$2.93M
SWA
368
SOA Wealth Advisors
New York
$2.92M
DWM
369
Diversify Wealth Management
Utah
$2.91M
GI
370
GAMMA Investing
California
$2.9M
VA
371
Valmark Advisers
Ohio
$2.89M
HIP
372
HUB Investment Partners
Texas
$2.89M
CA
373
Continuum Advisory
Idaho
$2.86M
KF
374
KKM Financial
Illinois
$2.85M
PGFC
375
Peapack-Gladstone Financial Corp
New Jersey
$2.84M