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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
18.62%
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
SLT
526
St Louis Trust
Missouri
$1.62M
AssetMark Inc
527
AssetMark Inc
California
$1.62M +$176K +1,766 +12%
BFO
528
Boston Family Office
Massachusetts
$1.62M -$10.6K -106 -0.6%
HIMC
529
Heritage Investors Management Corp
Maryland
$1.62M
GSEP
530
Golden State Equity Partners
California
$1.61M +$911K +9,122 +122%
TBA
531
Tower Bridge Advisors
Pennsylvania
$1.61M +$1.66M +16,576 New
WB
532
Webster Bank
Connecticut
$1.6M +$121K +1,209 +8%
CAG
533
Carroll Advisory Group
Texas
$1.6M -$3.1K -31 -0.2%
AAS
534
Asset Allocation Strategies
Michigan
$1.6M -$190K -1,898 -10%
KBFS
535
Kohmann Bosshard Financial Services
Ohio
$1.59M -$4.79K -48 -0.3%
Lazard Asset Management
536
Lazard Asset Management
New York
$1.58M
EH
537
Equitable Holdings
New York
$1.58M +$1.46M +14,595 +7%
BEAM
538
Baker Ellis Asset Management
Washington
$1.58M
FC
539
Fulcrum Capital
Washington
$1.58M -$66.2K -663 -4%
CIA
540
Choate Investment Advisors
Massachusetts
$1.57M -$207K -2,072 -11%
CWAG
541
Compton Wealth Advisory Group
Virginia
$1.56M +$5.09K +51 +0.3%
FHB
542
First Hawaiian Bank
Hawaii
$1.56M
BTI
543
Blue Trust Inc
Georgia
$1.56M +$440K +4,400 +38%
IA
544
IFG Advisors
Missouri
$1.55M -$35.9K -359 -2%
LBC
545
Lowe Brockenbrough & Co
Virginia
$1.52M -$49.9K -500 -3%
AWM
546
Avior Wealth Management
Nebraska
$1.51M +$36.7K +367 +2%
CCC
547
Compass Capital Corp
Massachusetts
$1.51M +$192K +1,927 +15%
PI
548
PFG Investments
New York
$1.51M -$263K -2,634 -14%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$1.51M -$43.8K -438 -3%
PCIG
550
Partners Capital Investment Group
Massachusetts
$1.49M +$4.1K +41 +0.3%