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iShares Russell Mid-Cap ETF

1,511 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 101 funds opening new positions, 459 increasing their positions, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
OWM
576
Orgel Wealth Management
Wisconsin
$1.39M
MA
577
Montag & Associates
Georgia
$1.37M
MMG
578
Monetary Management Group
Missouri
$1.37M
CWM
579
Calamos Wealth Management
Illinois
$1.37M
Calamos Advisors
580
Calamos Advisors
Illinois
$1.37M
BFA
581
Bill Few Associates
Pennsylvania
$1.36M
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
RWB
586
RMR Wealth Builders
New Jersey
$1.34M
KA
587
Klingman & Associates
New York
$1.34M
HBT
588
Heartland Bank & Trust
Illinois
$1.33M
EP
589
Ehrenkranz Partners
New York
$1.31M
NBWM
590
North Berkeley Wealth Management
California
$1.3M
PIMG
591
Patriot Investment Management Group
Tennessee
$1.29M
SCA
592
Snowden Capital Advisors
New York
$1.29M
FWP
593
Forefront Wealth Partners
Texas
$1.28M
WWA
594
WCG Wealth Advisors
Nevada
$1.28M
OFG
595
Oxford Financial Group
Indiana
$1.28M
ZIM
596
Zacks Investment Management
Illinois
$1.28M
WAG
597
Winthrop Advisory Group
Massachusetts
$1.27M
LOPW
598
Live Oak Private Wealth
North Carolina
$1.27M
MB
599
MidFirst Bank
Oklahoma
$1.27M
OAM
600
Occidental Asset Management
California
$1.26M