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iShares Russell Mid-Cap ETF

1,500 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 99 funds opening new positions, 454 increasing their positions, 530 reducing their positions, and 79 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 (+$1.83B)

1% less funds holding

Funds holding: 1,5161,500 (-16)

14% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 530

Holders
1,500
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
FW
476
Fairway Wealth
Ohio
$1.84M
C
477
Certuity
Florida
$1.83M
LB
478
Legacy Bridge
Iowa
$1.83M
MBT
479
Montecito Bank & Trust
California
$1.83M
PMG
480
Private Management Group
California
$1.83M
FLPIM
481
F.L. Putnam Investment Management
Massachusetts
$1.83M
CI
482
Conning Inc
Connecticut
$1.81M
CCMG
483
Clark Capital Management Group
Pennsylvania
$1.81M
MPCG
484
Matrix Private Capital Group
New York
$1.79M
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$1.79M
AFP
486
Ausdal Financial Partners
Iowa
$1.79M
GWAM
487
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.78M
AF
488
Atala Financial
California
$1.77M
HSA
489
HBK Sorce Advisory
Pennsylvania
$1.77M
LW
490
Linscomb Wealth
Texas
$1.76M
ZBNA
491
Zions Bancorporation, National Association
Utah
$1.76M
USCWA
492
U.S. Capital Wealth Advisors
Texas
$1.76M
SWM
493
SigFig Wealth Management
California
$1.76M
SWP
494
Sagespring Wealth Partners
Tennessee
$1.74M
FPGK
495
Financial Partners Group (Kansas)
Kansas
$1.74M
Fiera Capital (Canada)
496
Fiera Capital (Canada)
Quebec, Canada
$1.73M
PCM
497
Parsons Capital Management
Rhode Island
$1.73M
BAM
498
Belpointe Asset Management
Nevada
$1.73M
CHAM
499
Clear Harbor Asset Management
Connecticut
$1.73M
IRC
500
Investors Research Corp
Georgia
$1.72M