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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
NCG
501
Newport Capital Group
New Jersey
$1.72M
WDL
502
Well Done LLC
Michigan
$1.72M
RC
503
Roundview Capital
New Jersey
$1.72M
LWL
504
Leo Wealth LLC
Texas
$1.71M
SCA
505
Sage Capital Advisors
South Dakota
$1.71M
BRWA
506
B. Riley Wealth Advisors
Florida
$1.71M
CA
507
Crumly & Associates
Illinois
$1.71M
RMDI
508
R.M. Davis Inc
Maine
$1.69M
WPC
509
White Pine Capital
Minnesota
$1.69M
TAP
510
TSG Advice Partners
Ohio
$1.68M
PA
511
Pinnacle Associates
New York
$1.68M
WFA
512
WestHill Financial Advisors
California
$1.67M
SA
513
Strategic Advisors
New York
$1.67M
SC
514
Sepio Capital
Utah
$1.66M
MI
515
Moneywise Inc
Virginia
$1.65M
EFA
516
Evernest Financial Advisors
Indiana
$1.65M
SFWC
517
Strategic Family Wealth Counselors
New Jersey
$1.64M
PSA
518
Plum Street Advisors
Louisiana
$1.64M
CG
519
Caprock Group
Idaho
$1.63M
GVAG
520
Great Valley Advisor Group
Delaware
$1.62M
SLT
521
St Louis Trust
Missouri
$1.62M
AssetMark Inc
522
AssetMark Inc
California
$1.62M
BFO
523
Boston Family Office
Massachusetts
$1.62M
HIMC
524
Heritage Investors Management Corp
Maryland
$1.62M
GSEP
525
Golden State Equity Partners
California
$1.61M