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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
OWM
576
Orgel Wealth Management
Wisconsin
$1.39M -$32.5K -325 -2%
MA
577
Montag & Associates
Georgia
$1.37M +$49.9K +500 +4%
MMG
578
Monetary Management Group
Missouri
$1.37M +$45K +450 +3%
CWM
579
Calamos Wealth Management
Illinois
$1.37M -$86.9K -870 -6%
Calamos Advisors
580
Calamos Advisors
Illinois
$1.37M +$1.41M +14,105 New
BFA
581
Bill Few Associates
Pennsylvania
$1.36M -$18K -180 -1%
SIA
582
SeaBridge Investment Advisors
New Jersey
$1.36M
FFBTD
583
First Financial Bank - Trust Division
Ohio
$1.36M
PTC
584
Philadelphia Trust Company
Pennsylvania
$1.35M
DWMS
585
Dominguez Wealth Management Solutions
Virginia
$1.34M -$2.5K -25 -0.2%
RWB
586
RMR Wealth Builders
New Jersey
$1.34M -$41.1K -411 -3%
KA
587
Klingman & Associates
New York
$1.34M -$2.2K -22 -0.2%
HBT
588
Heartland Bank & Trust
Illinois
$1.33M +$1.37M +13,700 New
EP
589
Ehrenkranz Partners
New York
$1.31M -$43.5K -435 -3%
NBWM
590
North Berkeley Wealth Management
California
$1.3M
PIMG
591
Patriot Investment Management Group
Tennessee
$1.29M -$24K -240 -2%
SCA
592
Snowden Capital Advisors
New York
$1.29M -$336K -3,364 -20%
FWP
593
Forefront Wealth Partners
Texas
$1.28M +$192K +1,922 +17%
WWA
594
WCG Wealth Advisors
Nevada
$1.28M +$225K +2,251 +21%
OFG
595
Oxford Financial Group
Indiana
$1.28M -$1.58M -15,791 -55%
ZIM
596
Zacks Investment Management
Illinois
$1.28M -$9.71M -97,237 -88%
WAG
597
Winthrop Advisory Group
Massachusetts
$1.27M +$1.2K +12 +0.1%
LOPW
598
Live Oak Private Wealth
North Carolina
$1.27M
MB
599
MidFirst Bank
Oklahoma
$1.27M +$15.9K +159 +1%
OAM
600
Occidental Asset Management
California
$1.26M

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.