IWR icon

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
TBA
526
Tower Bridge Advisors
Pennsylvania
$1.61M
WB
527
Webster Bank
Connecticut
$1.6M
CAG
528
Carroll Advisory Group
Texas
$1.6M
AAS
529
Asset Allocation Strategies
Michigan
$1.6M
KBFS
530
Kohmann Bosshard Financial Services
Ohio
$1.59M
Lazard Asset Management
531
Lazard Asset Management
New York
$1.58M
EH
532
Equitable Holdings
New York
$1.58M
BEAM
533
Baker Ellis Asset Management
Washington
$1.58M
FC
534
Fulcrum Capital
Washington
$1.58M
CIA
535
Choate Investment Advisors
Massachusetts
$1.57M
CWAG
536
Compton Wealth Advisory Group
Virginia
$1.56M
FHB
537
First Hawaiian Bank
Hawaii
$1.56M
BTI
538
Blue Trust Inc
Georgia
$1.56M
IA
539
IFG Advisors
Missouri
$1.55M
LBC
540
Lowe Brockenbrough & Co
Virginia
$1.52M
AWM
541
Avior Wealth Management
Nebraska
$1.51M
CCC
542
Compass Capital Corp
Massachusetts
$1.51M
PI
543
PFG Investments
New York
$1.51M
PFBT
544
Parkside Financial Bank & Trust
Missouri
$1.51M
PCIG
545
Partners Capital Investment Group
Massachusetts
$1.49M
BCA
546
Bay Colony Advisors
Massachusetts
$1.48M
GWMR
547
GC Wealth Management RIA
Massachusetts
$1.47M
MA
548
Marquette Associates
Illinois
$1.47M
DWP
549
Daymark Wealth Partners
Ohio
$1.47M
LWM
550
Luminvest Wealth Management
Arizona
$1.46M