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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
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%

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.