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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
NF
451
Nvest Financial
New Hampshire
$2.13M
OLA
452
Oliver Luxxe Assets
New Jersey
$2.12M
FT
453
Fiduciary Trust
Massachusetts
$2.12M
PP
454
Paladin Partners
Wisconsin
$2.11M
HI
455
Harbour Investments
Wisconsin
$2.1M
CTA
456
Chesley Taft & Associates
Illinois
$2.1M
AA
457
Ancora Advisors
Ohio
$2.1M
TRCT
458
Tower Research Capital (TRC)
New York
$2.07M
MCM
459
Manchester Capital Management
Vermont
$2.05M
EK
460
Evensky & Katz
Florida
$2.02M
AP
461
Americana Partners
Texas
$2.02M
SWA
462
Stratos Wealth Advisors
Ohio
$2.01M
CM
463
Columbus Macro
Pennsylvania
$2M
GHAM
464
Gilman Hill Asset Management
Connecticut
$1.99M
FMWA
465
Forvis Mazars Wealth Advisors
Missouri
$1.99M
FNB
466
Farmers National Bank
Kentucky
$1.97M
CC
467
Climber Capital
Switzerland
$1.94M
RBC
468
Roble Belko & Company
Pennsylvania
$1.94M
EB
469
Eastern Bank
Massachusetts
$1.92M
BIS
470
BG Investment Services
Guam
$1.92M
BTW
471
Boston Trust Walden
Massachusetts
$1.92M
CSP
472
Cary Street Partners
Virginia
$1.91M
SB
473
Simmons Bank
Arkansas
$1.9M
SCA
474
Southern Capital Advisors
Tennessee
$1.89M
ZF
475
Zhang Financial
Michigan
$1.89M