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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
RCA
401
Resonant Capital Advisors
Wisconsin
$2.57M
JWA
402
JFS Wealth Advisors
Pennsylvania
$2.56M +$22K +220 +0.8%
MFP
403
Meridian Financial Partners
Virginia
$2.53M +$216K +2,160 +9%
DA
404
Dover Advisors
Virginia
$2.52M -$89.5K -896 -3%
KAM
405
Knightsbridge Asset Management
California
$2.46M -$269K -2,690 -10%
Renaissance Technologies
406
Renaissance Technologies
New York
$2.45M -$959K -9,600 -28%
EWA
407
EverSource Wealth Advisors
Alabama
$2.44M -$11.8K -118 -0.5%
TWC
408
TD Waterhouse Canada
Ontario, Canada
$2.44M +$53.7K +538 +2%
BIG
409
Brooklyn Investment Group
New York
$2.43M +$138K +1,382 +6%
AWM
410
Aprio Wealth Management
Georgia
$2.42M +$2.09M +20,971 +536%
ITIM
411
Indiana Trust & Investment Management
Indiana
$2.39M -$64.9K -650 -3%
TPA
412
Trivium Point Advisory
Connecticut
$2.38M -$373K -3,734 -13%
NFG
413
Nations Financial Group
Iowa
$2.38M +$192K +1,920 +9%
DC
414
Davenport & Co
Virginia
$2.37M -$11.6M -115,784 -83%
CWM
415
Cornerstone Wealth Management
Missouri
$2.37M +$311K +3,118 +15%
CGA
416
Crescent Grove Advisors
Illinois
$2.36M +$246K +2,465 +11%
GIM
417
Goelzer Investment Management
Indiana
$2.35M -$59.5K -596 -2%
NB
418
Nicolet Bankshares
Wisconsin
$2.34M +$1.62M +16,221 +207%
DI
419
DAGCO Inc
Ohio
$2.34M -$92.8K -929 -4%
AF
420
Allworth Financial
California
$2.32M +$208K +2,079 +10%
RIS
421
Retirement Income Solutions
Michigan
$2.3M -$133K -1,328 -5%
Susquehanna International Group
422
Susquehanna International Group
Pennsylvania
$2.3M +$243K +2,433 +11%
EARNEST Partners
423
EARNEST Partners
Georgia
$2.29M -$8.8M -88,055 -79%
MC
424
Middleton & Co
Massachusetts
$2.28M -$20K -200 -0.8%
MAM
425
Marquette Asset Management
Minnesota
$2.28M -$167K -1,672 -7%