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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
BFA
576
Bill Few Associates
Pennsylvania
$1.36M
SIA
577
SeaBridge Investment Advisors
New Jersey
$1.36M
FFBTD
578
First Financial Bank - Trust Division
Ohio
$1.36M
PTC
579
Philadelphia Trust Company
Pennsylvania
$1.35M
DWMS
580
Dominguez Wealth Management Solutions
Virginia
$1.34M
RWB
581
RMR Wealth Builders
New Jersey
$1.34M
KA
582
Klingman & Associates
New York
$1.34M
HBT
583
Heartland Bank & Trust
Illinois
$1.33M
EP
584
Ehrenkranz Partners
New York
$1.31M
NBWM
585
North Berkeley Wealth Management
California
$1.3M
PIMG
586
Patriot Investment Management Group
Tennessee
$1.29M
SCA
587
Snowden Capital Advisors
New York
$1.29M
FWP
588
Forefront Wealth Partners
Texas
$1.28M
WWA
589
WCG Wealth Advisors
Nevada
$1.28M
OFG
590
Oxford Financial Group
Indiana
$1.28M
ZIM
591
Zacks Investment Management
Illinois
$1.28M
WAG
592
Winthrop Advisory Group
Massachusetts
$1.27M
LOPW
593
Live Oak Private Wealth
North Carolina
$1.27M
MB
594
MidFirst Bank
Oklahoma
$1.27M
OAM
595
Occidental Asset Management
California
$1.26M
SCM
596
Sunbeam Capital Management
Georgia
$1.26M
RIG
597
RiverFront Investment Group
Virginia
$1.24M
SB
598
Strategic Blueprint
Georgia
$1.24M
FPAS
599
Focus Partners Advisor Solutions
Missouri
$1.23M
AFO
600
Arrowroot Family Office
California
$1.23M