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iShares Russell Mid-Cap ETF

1,514 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 102 funds opening new positions, 460 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

31% more first-time investments, than exits

New positions opened: 102 | 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)

0% less funds holding

Funds holding: 1,5201,514 (-6)

14% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 534

Holders
1,514
Holders Change
-6
Holders Change %
-0.39%
% of All Funds
18.63%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
102
Increased
460
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
Fiera Capital (Canada)
501
Fiera Capital (Canada)
Quebec, Canada
$1.73M -$2.24M -22,448 -56%
PCM
502
Parsons Capital Management
Rhode Island
$1.73M +$41.6K +416 +2%
BAM
503
Belpointe Asset Management
Nevada
$1.73M -$70.9K -710 -4%
CHAM
504
Clear Harbor Asset Management
Connecticut
$1.73M
IRC
505
Investors Research Corp
Georgia
$1.72M +$2.1K +21 +0.1%
NCG
506
Newport Capital Group
New Jersey
$1.72M -$7.19K -72 -0.4%
WDL
507
Well Done LLC
Michigan
$1.72M +$136K +1,361 +8%
RC
508
Roundview Capital
New Jersey
$1.72M
LWL
509
Leo Wealth LLC
Texas
$1.71M +$4.79K +48 +0.3%
SCA
510
Sage Capital Advisors
South Dakota
$1.71M +$1.1K +11 +0.1%
BRWA
511
B. Riley Wealth Advisors
Florida
$1.71M -$41.2K -412 -2%
CA
512
Crumly & Associates
Illinois
$1.71M +$16.1K +161 +0.9%
RMDI
513
R.M. Davis Inc
Maine
$1.69M -$44.5K -445 -2%
WPC
514
White Pine Capital
Minnesota
$1.69M -$5.59K -56 -0.3%
TAP
515
TSG Advice Partners
Ohio
$1.68M -$252K -2,519 -13%
PA
516
Pinnacle Associates
New York
$1.68M -$628K -6,285 -27%
WFA
517
WestHill Financial Advisors
California
$1.67M -$23.6K -236 -1%
SA
518
Strategic Advisors
New York
$1.67M +$21.8K +218 +1%
SC
519
Sepio Capital
Utah
$1.66M -$695K -6,954 -29%
MI
520
Moneywise Inc
Virginia
$1.65M +$637K +6,378 +60%
EFA
521
Evernest Financial Advisors
Indiana
$1.65M
SFWC
522
Strategic Family Wealth Counselors
New Jersey
$1.64M
PSA
523
Plum Street Advisors
Louisiana
$1.64M -$2K -20 -0.1%
CG
524
Caprock Group
Idaho
$1.63M +$100 +1 +0%
GVAG
525
Great Valley Advisor Group
Delaware
$1.62M +$65.7K +658 +4%

IWR Hedge Fund Activity: Q1 2026 in Review

1,514 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2026, worth a combined $40.6B — up 4.8% from $38.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IWR positions and 78 closed out — a net gain of 24 holders — while 460 added to existing stakes and 534 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.4B. The largest seller was TIAA Trust, National Association, cutting an estimated $289M.

  • 1,514 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2026, down from 1,520 in Q4 2025.
  • Funds reported $40.6B of iShares Russell Mid-Cap ETF stock for Q1 2026, up 4.8% quarter-over-quarter.
  • 102 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2026 and 78 closed out, a net change of +24 holders.
  • The largest iShares Russell Mid-Cap ETF buyer in Q1 2026 was Jones Financial Companies, an estimated $1.4B added.
  • The largest iShares Russell Mid-Cap ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2026.