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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
CCWM
601
Cassaday & Co Wealth Management
Virginia
$1.23M
SCM
602
Sterling Capital Management
North Carolina
$1.22M
SC
603
Sapient Capital
Indiana
$1.21M
KHCM
604
Kirtland Hills Capital Management
Ohio
$1.19M
CA
605
Cambridge Associates
Massachusetts
$1.19M
IFG
606
Independent Financial Group
California
$1.18M
PPF
607
Pacific Park Financial
California
$1.18M
BCM
608
Becker Capital Management
Oregon
$1.18M
RCM
609
Radnor Capital Management
Pennsylvania
$1.17M
AFG
610
Atomi Financial Group
New York
$1.16M
ACM
611
Advisors Capital Management
New Jersey
$1.16M
JWM
612
Jupiter Wealth Management
Colorado
$1.15M
RCP
613
Roan Capital Partners
Tennessee
$1.15M
PWM
614
Penobscot Wealth Management
Maine
$1.15M
NA
615
Nordwand Advisors
Pennsylvania
$1.15M
SFA
616
Seneca Financial Advisors
New York
$1.15M
PVAMC
617
PPS&V Asset Management Consultants
Michigan
$1.14M
SBH
618
Segall Bryant & Hamill
Illinois
$1.14M
HT
619
Heritage Trust
Oklahoma
$1.14M
LWM
620
Lyell Wealth Management
California
$1.14M
NSCM
621
New South Capital Management
Tennessee
$1.13M
TFA
622
TPG Financial Advisors
Oregon
$1.13M
PHIC
623
Pine Haven Investment Counsel
Massachusetts
$1.12M
CTC
624
Central Trust Company
Missouri
$1.12M
LGW
625
Leslie Global Wealth
Illinois
$1.11M