We are live on ! Find out more
IWR icon

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
CA
376
Continuum Advisory
Idaho
$2.86M +$100K +1,004 +4%
KF
377
KKM Financial
Illinois
$2.85M
PGFC
378
Peapack-Gladstone Financial Corp
New Jersey
$2.84M -$68.3K -684 -2%
AWM
379
Apollon Wealth Management
South Carolina
$2.84M -$14.6K -146 -0.5%
MCWS
380
McKinley Carter Wealth Services
West Virginia
$2.82M -$149K -1,494 -5%
CAM
381
Cozad Asset Management
Illinois
$2.8M
HSBC Holdings
382
HSBC Holdings
United Kingdom
$2.8M -$122K -1,225 -4%
FUBT
383
First United Bank & Trust
Maryland
$2.79M -$29K -290 -1%
PPW
384
Pasadena Private Wealth
California
$2.77M
ACA
385
Anchor Capital Advisors
Massachusetts
$2.76M -$291K -2,915 -9%
Wealthfront Advisers
386
Wealthfront Advisers
California
$2.76M +$531K +5,311 +23%
HWA
387
Hilltop Wealth Advisors
North Carolina
$2.74M -$177K -1,768 -6%
MBI
388
May Barnhard Investments
Maryland
$2.73M
GBT
389
Grove Bank & Trust
Florida
$2.71M -$131K -1,309 -4%
FRA
390
Frank Rimerman Advisors
California
$2.69M +$3K +30 +0.1%
PA
391
PFG Advisors
Arizona
$2.68M +$1.32M +13,232 +92%
WAP
392
Wealthcare Advisory Partners
Pennsylvania
$2.65M +$374K +3,741 +16%
AAP
393
Arax Advisory Partners
Colorado
$2.64M +$832K +8,330 +44%
CFA
394
Cahill Financial Advisors
Minnesota
$2.64M -$28.6K -286 -1%
JF
395
JSF Financial
California
$2.63M -$109K -1,092 -4%
HP
396
HT Partners
Connecticut
$2.62M
VWM
397
Vigilare Wealth Management
Arizona
$2.61M +$2.02M +20,186 +304%
NGA
398
Naples Global Advisors
Florida
$2.58M -$19.9K -199 -0.7%
CQWA
399
Chokshi & Queen Wealth Advisors
California
$2.57M +$10.8K +108 +0.4%
LKWM
400
Lee-Kelleher Wealth Management
Maryland
$2.57M -$146K -1,465 -5%