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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
RPSA
351
Richard P. Slaughter Associates
Texas
$3.22M -$30.2K -302 -0.9%
AFA
352
Allium Financial Advisors
Oregon
$3.19M +$99.7K +998 +3%
FA
353
Flagstar Advisors
New York
$3.14M -$330K -3,302 -9%
PA
354
Procyon Advisors
Connecticut
$3.13M +$138K +1,378 +4%
GWM
355
Geneos Wealth Management
Colorado
$3.13M -$19.3K -193 -0.6%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$3.11M +$1.28M +12,844 +67%
GT
357
Greenleaf Trust
Michigan
$3.09M -$205K -2,050 -6%
GC
358
Granville Capital
North Carolina
$3.07M -$344K -3,440 -10%
FF
359
Finley Financial
Nevada
$3.06M
SFS
360
Summit Financial Strategies
Ohio
$3.03M -$15.7K -157 -0.5%
SFS
361
Sowell Financial Services
Arkansas
$3.02M -$69.9K -700 -2%
AIM
362
Allen Investment Management
New York
$3.01M
BIG
363
Builder Investment Group
Georgia
$3.01M
NFP
364
Narus Financial Partners
Utah
$2.97M +$157K +1,571 +5%
ECM
365
Evergreen Capital Management
Washington
$2.97M -$382K -3,821 -11%
BKA
366
Brick & Kyle Associates
Pennsylvania
$2.96M -$840K -8,411 -22%
RBWA
367
RFG - Bristol Wealth Advisors
Massachusetts
$2.95M +$1.44M +14,393 +90%
CFP
368
Catalyst Financial Partners
Massachusetts
$2.95M +$282K +2,824 +10%
FWP
369
FAS Wealth Partners
Kansas
$2.95M +$45.8K +458 +2%
EWM
370
Evercore Wealth Management
New York
$2.93M -$32.9K -329 -1%
SWA
371
SOA Wealth Advisors
New York
$2.92M +$60.2K +603 +2%
DWM
372
Diversify Wealth Management
Utah
$2.91M +$2.83M +28,359 New
GI
373
GAMMA Investing
California
$2.9M +$197K +1,969 +7%
VA
374
Valmark Advisers
Ohio
$2.89M +$242K +2,426 +9%
HIP
375
HUB Investment Partners
Texas
$2.89M +$4.5K +45 +0.2%