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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
RPSA
351
Richard P. Slaughter Associates
Texas
$3.22M
AFA
352
Allium Financial Advisors
Oregon
$3.19M
FA
353
Flagstar Advisors
New York
$3.14M
PA
354
Procyon Advisors
Connecticut
$3.13M
GWM
355
Geneos Wealth Management
Colorado
$3.13M
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$3.11M
GT
357
Greenleaf Trust
Michigan
$3.09M
GC
358
Granville Capital
North Carolina
$3.07M
FF
359
Finley Financial
Nevada
$3.06M
SFS
360
Summit Financial Strategies
Ohio
$3.03M
SFS
361
Sowell Financial Services
Arkansas
$3.02M
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
ECM
365
Evergreen Capital Management
Washington
$2.97M
BKA
366
Brick & Kyle Associates
Pennsylvania
$2.96M
RBWA
367
RFG - Bristol Wealth Advisors
Massachusetts
$2.95M
CFP
368
Catalyst Financial Partners
Massachusetts
$2.95M
FWP
369
FAS Wealth Partners
Kansas
$2.95M
EWM
370
Evercore Wealth Management
New York
$2.93M
SWA
371
SOA Wealth Advisors
New York
$2.92M
DWM
372
Diversify Wealth Management
Utah
$2.91M
GI
373
GAMMA Investing
California
$2.9M
VA
374
Valmark Advisers
Ohio
$2.89M
HIP
375
HUB Investment Partners
Texas
$2.89M