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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
MW
476
MBL Wealth
North Carolina
$1.88M -$57.4K -575 -3%
PBO
477
Peoples Bank (Ohio)
Ohio
$1.86M +$17K +170 +0.9%
DP
478
Denver PWM
Colorado
$1.86M -$877K -8,780 -33%
CAG
479
Csenge Advisory Group
Florida
$1.86M +$24.3K +243 +1%
WPC
480
Waters Parkerson & Co
Louisiana
$1.85M -$62.5K -626 -3%
FW
481
Fairway Wealth
Ohio
$1.84M +$4.59K +46 +0.2%
C
482
Certuity
Florida
$1.83M +$457K +4,576 +32%
LB
483
Legacy Bridge
Iowa
$1.83M +$13K +130 +0.7%
MBT
484
Montecito Bank & Trust
California
$1.83M -$43.7K -437 -2%
PMG
485
Private Management Group
California
$1.83M
FLPIM
486
F.L. Putnam Investment Management
Massachusetts
$1.83M +$528K +5,287 +39%
CI
487
Conning Inc
Connecticut
$1.81M
CCMG
488
Clark Capital Management Group
Pennsylvania
$1.81M -$126K -1,260 -6%
MPCG
489
Matrix Private Capital Group
New York
$1.79M +$65.9K +660 +4%
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$1.79M -$14.7K -147 -0.8%
AFP
491
Ausdal Financial Partners
Iowa
$1.79M +$153K +1,532 +9%
GWAM
492
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.78M -$208K -2,082 -10%
AF
493
Atala Financial
California
$1.77M +$8.59K +86 +0.5%
HSA
494
HBK Sorce Advisory
Pennsylvania
$1.77M +$2.8K +28 +0.2%
LW
495
Linscomb Wealth
Texas
$1.76M +$388K +3,885 +27%
ZBNA
496
Zions Bancorporation, National Association
Utah
$1.76M -$23.8K -238 -1%
USCWA
497
U.S. Capital Wealth Advisors
Texas
$1.76M -$157K -1,574 -8%
SWM
498
SigFig Wealth Management
California
$1.76M +$206K +2,061 +13%
SWP
499
Sagespring Wealth Partners
Tennessee
$1.74M -$238K -2,384 -12%
FPGK
500
Financial Partners Group (Kansas)
Kansas
$1.74M -$35.8K -358 -2%