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iShares Russell Mid-Cap ETF

1,511 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, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
Fiera Capital (Canada)
501
Fiera Capital (Canada)
Quebec, Canada
$1.73M
PCM
502
Parsons Capital Management
Rhode Island
$1.73M
BAM
503
Belpointe Asset Management
Nevada
$1.73M
CHAM
504
Clear Harbor Asset Management
Connecticut
$1.73M
IRC
505
Investors Research Corp
Georgia
$1.72M
NCG
506
Newport Capital Group
New Jersey
$1.72M
WDL
507
Well Done LLC
Michigan
$1.72M
RC
508
Roundview Capital
New Jersey
$1.72M
LWL
509
Leo Wealth LLC
Texas
$1.71M
SCA
510
Sage Capital Advisors
South Dakota
$1.71M
BRWA
511
B. Riley Wealth Advisors
Florida
$1.71M
CA
512
Crumly & Associates
Illinois
$1.71M
RMDI
513
R.M. Davis Inc
Maine
$1.69M
WPC
514
White Pine Capital
Minnesota
$1.69M
TAP
515
TSG Advice Partners
Ohio
$1.68M
PA
516
Pinnacle Associates
New York
$1.68M
WFA
517
WestHill Financial Advisors
California
$1.67M
SA
518
Strategic Advisors
New York
$1.67M
SC
519
Sepio Capital
Utah
$1.66M
MI
520
Moneywise Inc
Virginia
$1.65M
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
CG
524
Caprock Group
Idaho
$1.63M
GVAG
525
Great Valley Advisor Group
Delaware
$1.62M