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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
CA
376
Continuum Advisory
Idaho
$2.86M
KF
377
KKM Financial
Illinois
$2.85M
PGFC
378
Peapack-Gladstone Financial Corp
New Jersey
$2.84M
AWM
379
Apollon Wealth Management
South Carolina
$2.84M
MCWS
380
McKinley Carter Wealth Services
West Virginia
$2.82M
CAM
381
Cozad Asset Management
Illinois
$2.8M
HSBC Holdings
382
HSBC Holdings
United Kingdom
$2.8M
FUBT
383
First United Bank & Trust
Maryland
$2.79M
PPW
384
Pasadena Private Wealth
California
$2.77M
ACA
385
Anchor Capital Advisors
Massachusetts
$2.76M
Wealthfront Advisers
386
Wealthfront Advisers
California
$2.76M
HWA
387
Hilltop Wealth Advisors
North Carolina
$2.74M
MBI
388
May Barnhard Investments
Maryland
$2.73M
GBT
389
Grove Bank & Trust
Florida
$2.71M
FRA
390
Frank Rimerman Advisors
California
$2.69M
PA
391
PFG Advisors
Arizona
$2.68M
WAP
392
Wealthcare Advisory Partners
Pennsylvania
$2.65M
AAP
393
Arax Advisory Partners
Colorado
$2.64M
CFA
394
Cahill Financial Advisors
Minnesota
$2.64M
JF
395
JSF Financial
California
$2.63M
HP
396
HT Partners
Connecticut
$2.62M
VWM
397
Vigilare Wealth Management
Arizona
$2.61M
NGA
398
Naples Global Advisors
Florida
$2.58M
CQWA
399
Chokshi & Queen Wealth Advisors
California
$2.57M
LKWM
400
Lee-Kelleher Wealth Management
Maryland
$2.57M