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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
AIMC
426
Alley Investment Management Company
Illinois
$2.28M -$33K -330 -1%
SI
427
Saxon Interests
Texas
$2.27M +$363K +3,633 +18%
FMTC
428
Farmers & Merchants Trust Company
California
$2.27M
AFG
429
ABLE Financial Group
Arizona
$2.26M -$96.5K -966 -4%
PFS
430
Paller Financial Services
Colorado
$2.24M +$1.77M +17,753 +337%
SW
431
SVB Wealth
Massachusetts
$2.24M -$91.8K -919 -4%
1WM
432
1900 Wealth Management
Texas
$2.24M +$4.79K +48 +0.2%
VVP
433
Venture Visionary Partners
Ohio
$2.23M -$17.3K -173 -0.7%
LC
434
LCNB Corp
Ohio
$2.22M +$18.2K +182 +0.8%
1SB
435
1ST Source Bank
Indiana
$2.21M +$127K +1,273 +6%
PA
436
Parallel Advisors
California
$2.2M -$56.8K -569 -2%
Russell Investments Group
437
Russell Investments Group
United Kingdom
$2.19M -$243K -2,436 -10%
BWM
438
BankPlus Wealth Management
Mississippi
$2.18M +$123K +1,234 +6%
WF
439
Welch & Forbes
Massachusetts
$2.18M -$12K -120 -0.5%
EIG
440
Ellenbecker Investment Group
Wisconsin
$2.18M -$27.8K -278 -1%
RFW
441
Rainier Family Wealth
Washington
$2.17M +$359K +3,597 +19%
VWM
442
Venturi Wealth Management
Texas
$2.17M
MFG
443
Merit Financial Group
Georgia
$2.16M -$382K -3,825 -15%
BHBT
444
Burke & Herbert Bank & Trust
Virginia
$2.16M +$9.19K +92 +0.4%
LC
445
Lavelle Capital
California
$2.15M
CWP
446
Corepath Wealth Partners
Arizona
$2.15M +$46.9K +470 +2%
WAM
447
Weatherly Asset Management
California
$2.15M
AP
448
Appleton Partners
Massachusetts
$2.14M -$9.99K -100 -0.5%
BB
449
Busey Bank
Illinois
$2.14M -$235K -2,354 -10%
Jane Street
450
Jane Street
New York
$2.14M +$1.7M +16,974 +339%