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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
PCA
551
Pallas Capital Advisors
Massachusetts
$1.46M
AA
552
Armis Advisers
Georgia
$1.46M
SW
553
SlateStone Wealth
Florida
$1.45M
EAM
554
Empirical Asset Management
Massachusetts
$1.44M
OCA
555
Odyssey Capital Advisors
Pennsylvania
$1.44M
HAFS
556
Hapanowicz & Associates Financial Services
Pennsylvania
$1.44M
SMA
557
Sage Mountain Advisors
Georgia
$1.43M
AB
558
Atlas Brown
Kentucky
$1.43M
BBES
559
Buffalo Business & Estate Services
New York
$1.43M
WPA
560
West Paces Advisors
Georgia
$1.42M
CWA
561
Centennial Wealth Advisory
Michigan
$1.42M
OIS
562
Okabena Investment Services
Minnesota
$1.41M
A
563
Argentarii
Ohio
$1.41M
CWM
564
Connecticut Wealth Management
Connecticut
$1.41M
VCM
565
Vivaldi Capital Management
Illinois
$1.41M
SW
566
Simplicity Wealth
New Jersey
$1.41M
HCC
567
Hirtle Callaghan & Co
Pennsylvania
$1.4M
MA
568
MBA Advisors
Pennsylvania
$1.4M
CWMK
569
Caliber Wealth Management (Kansas)
Kansas
$1.39M
BFIM
570
Beese Fulmer Investment Management
Ohio
$1.39M
OWM
571
Orgel Wealth Management
Wisconsin
$1.39M
MA
572
Montag & Associates
Georgia
$1.37M
MMG
573
Monetary Management Group
Missouri
$1.37M
CWM
574
Calamos Wealth Management
Illinois
$1.37M
Calamos Advisors
575
Calamos Advisors
Illinois
$1.37M