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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
AWM
376
Apollon Wealth Management
South Carolina
$2.84M
MCWS
377
McKinley Carter Wealth Services
West Virginia
$2.82M
CAM
378
Cozad Asset Management
Illinois
$2.8M
HSBC Holdings
379
HSBC Holdings
United Kingdom
$2.8M
FUBT
380
First United Bank & Trust
Maryland
$2.79M
PPW
381
Pasadena Private Wealth
California
$2.77M
ACA
382
Anchor Capital Advisors
Massachusetts
$2.76M
Wealthfront Advisers
383
Wealthfront Advisers
California
$2.76M
HWA
384
Hilltop Wealth Advisors
North Carolina
$2.74M
MBI
385
May Barnhard Investments
Maryland
$2.73M
GBT
386
Grove Bank & Trust
Florida
$2.71M
FRA
387
Frank Rimerman Advisors
California
$2.69M
PA
388
PFG Advisors
Arizona
$2.68M
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$2.65M
AAP
390
Arax Advisory Partners
Colorado
$2.64M
CFA
391
Cahill Financial Advisors
Minnesota
$2.64M
JF
392
JSF Financial
California
$2.63M
HP
393
HT Partners
Connecticut
$2.62M
VWM
394
Vigilare Wealth Management
Arizona
$2.61M
NGA
395
Naples Global Advisors
Florida
$2.58M
CQWA
396
Chokshi & Queen Wealth Advisors
California
$2.57M
LKWM
397
Lee-Kelleher Wealth Management
Maryland
$2.57M
RCA
398
Resonant Capital Advisors
Wisconsin
$2.57M
JWA
399
JFS Wealth Advisors
Pennsylvania
$2.56M
MFP
400
Meridian Financial Partners
Virginia
$2.53M