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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
18.62%
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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$191M +$41.9M +419,567 +27%
Goldman Sachs
27
Goldman Sachs
New York
$191M +$2.45M +24,505 +1%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$185M -$386K -3,860 -0.2%
Mariner
29
Mariner
Kansas
$170M -$2.66M -26,595 -1%
KeyBank National Association
30
KeyBank National Association
Ohio
$152M -$261K -2,610 -0.2%
CB
31
Commerce Bank
Missouri
$144M -$596K -5,971 -0.4%
GT
32
Glenview Trust
Kentucky
$131M +$4.41M +44,178 +3%
PFPG
33
Pinnacle Financial Partners (Georgia)
Georgia
$122M +$436K +4,363 +0.3%
OC
34
Oakworth Capital
Alabama
$118M +$3.04M +30,419 +3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$116M +$1.81M +18,109 +2%
MFIM
36
Mesirow Financial Investment Management
Illinois
$109M +$82M +820,594 +269%
WA
37
Waverly Advisors
Alabama
$107M +$16.5M +165,524 +18%
FWTB
38
First Western Trust Bank
Colorado
$101M -$2.91M -29,092 -3%
AF
39
Alerus Financial
North Dakota
$95.2M +$1.68M +16,825 +2%
UB
40
UMB Bank
Missouri
$93.8M -$98K -981 -0.1%
GAB
41
German American Bancorp
Indiana
$93.5M +$247K +2,477 +0.3%
Creative Planning
42
Creative Planning
Kansas
$93.1M +$1.76M +17,660 +2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$92.3M +$2.4M +24,012 +3%
Lido Advisors
44
Lido Advisors
California
$89.2M +$3.19M +31,934 +4%
JFG
45
JMG Financial Group
Illinois
$89.1M +$4.82M +48,213 +6%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$89.1M -$13M -130,227 -12%
WT
47
Washington Trust
Rhode Island
$88.6M -$306K -3,059 -0.3%
Cerity Partners
48
Cerity Partners
New York
$87.4M +$3.86M +38,657 +4%
AUB
49
Atlantic Union Bankshares
Virginia
$84.3M -$2.46M -24,620 -3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$84M -$4.51M -45,168 -5%