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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
NF
451
Nvest Financial
New Hampshire
$2.13M +$74K +741 +3%
OLA
452
Oliver Luxxe Assets
New Jersey
$2.12M -$136K -1,366 -6%
FT
453
Fiduciary Trust
Massachusetts
$2.12M -$41.6K -416 -2%
PP
454
Paladin Partners
Wisconsin
$2.11M +$48.9K +490 +2%
HI
455
Harbour Investments
Wisconsin
$2.1M +$1.5M +14,968 +225%
CTA
456
Chesley Taft & Associates
Illinois
$2.1M -$16.5K -165 -0.8%
AA
457
Ancora Advisors
Ohio
$2.1M +$155K +1,554 +8%
TRCT
458
Tower Research Capital (TRC)
New York
$2.07M +$1.45M +14,521 +214%
MCM
459
Manchester Capital Management
Vermont
$2.05M
EK
460
Evensky & Katz
Florida
$2.02M -$400K -4,006 -16%
AP
461
Americana Partners
Texas
$2.02M
SWA
462
Stratos Wealth Advisors
Ohio
$2.01M -$32.6K -326 -2%
CM
463
Columbus Macro
Pennsylvania
$2M +$64.6K +647 +3%
GHAM
464
Gilman Hill Asset Management
Connecticut
$1.99M -$200K -2,000 -9%
FMWA
465
Forvis Mazars Wealth Advisors
Missouri
$1.99M -$33.1K -331 -2%
FNB
466
Farmers National Bank
Kentucky
$1.97M +$11.8K +118 +0.6%
CC
467
Climber Capital
Switzerland
$1.94M
RBC
468
Roble Belko & Company
Pennsylvania
$1.94M -$13.8K -138 -0.7%
EB
469
Eastern Bank
Massachusetts
$1.92M -$250K -2,500 -11%
BIS
470
BG Investment Services
Guam
$1.92M -$178K -1,781 -8%
BTW
471
Boston Trust Walden
Massachusetts
$1.92M +$999 +10 +0.1%
CSP
472
Cary Street Partners
Virginia
$1.91M -$4.59K -46 -0.2%
SB
473
Simmons Bank
Arkansas
$1.9M -$7.09K -71 -0.4%
SCA
474
Southern Capital Advisors
Tennessee
$1.89M +$16K +160 +0.8%
ZF
475
Zhang Financial
Michigan
$1.89M -$14.2K -142 -0.7%