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iShares Russell Mid-Cap ETF

1,513 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, 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

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: 1,5201,513 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 534

Holders
1,513
Holders Change
-7
Holders Change %
-0.46%
% 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
102
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
BCA
551
Bay Colony Advisors
Massachusetts
$1.48M +$1.5K +15 +0.1%
GWMR
552
GC Wealth Management RIA
Massachusetts
$1.47M
MA
553
Marquette Associates
Illinois
$1.47M +$1.51M +15,136 New
DWP
554
Daymark Wealth Partners
Ohio
$1.47M +$6.29K +63 +0.4%
LWM
555
Luminvest Wealth Management
Arizona
$1.46M
PCA
556
Pallas Capital Advisors
Massachusetts
$1.46M -$166K -1,665 -10%
AA
557
Armis Advisers
Georgia
$1.46M
SW
558
SlateStone Wealth
Florida
$1.45M -$9.99K -100 -0.7%
EAM
559
Empirical Asset Management
Massachusetts
$1.44M +$89.5K +896 +6%
OCA
560
Odyssey Capital Advisors
Pennsylvania
$1.44M +$245K +2,452 +20%
HAFS
561
Hapanowicz & Associates Financial Services
Pennsylvania
$1.44M -$38.3K -383 -3%
SMA
562
Sage Mountain Advisors
Georgia
$1.43M
AB
563
Atlas Brown
Kentucky
$1.43M -$3K -30 -0.2%
BBES
564
Buffalo Business & Estate Services
New York
$1.43M +$44K +440 +3%
WPA
565
West Paces Advisors
Georgia
$1.42M
CWA
566
Centennial Wealth Advisory
Michigan
$1.42M -$19K -190 -1%
OIS
567
Okabena Investment Services
Minnesota
$1.41M +$243K +2,435 +20%
A
568
Argentarii
Ohio
$1.41M
CWM
569
Connecticut Wealth Management
Connecticut
$1.41M
VCM
570
Vivaldi Capital Management
Illinois
$1.41M
SW
571
Simplicity Wealth
New Jersey
$1.41M -$17.8K -178 -1%
HCC
572
Hirtle Callaghan & Co
Pennsylvania
$1.4M +$928K +9,288 +181%
MA
573
MBA Advisors
Pennsylvania
$1.4M -$23.6K -236 -2%
CWMK
574
Caliber Wealth Management (Kansas)
Kansas
$1.39M -$180K -1,806 -11%
BFIM
575
Beese Fulmer Investment Management
Ohio
$1.39M +$612K +6,124 +75%

IWR Hedge Fund Activity: Q1 2026 in Review

1,513 of the 8,125 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 459 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.

  • 1,513 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.