We are live on ! Find out more
IWR icon

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
SCM
601
Sunbeam Capital Management
Georgia
$1.26M +$3.4K +34 +0.3%
RIG
602
RiverFront Investment Group
Virginia
$1.24M +$135K +1,350 +12%
SB
603
Strategic Blueprint
Georgia
$1.24M -$5.79K -58 -0.5%
FPAS
604
Focus Partners Advisor Solutions
Missouri
$1.23M -$42.3K -423 -3%
AFO
605
Arrowroot Family Office
California
$1.23M +$166K +1,665 +15%
CCWM
606
Cassaday & Co Wealth Management
Virginia
$1.23M +$127K +1,275 +11%
SCM
607
Sterling Capital Management
North Carolina
$1.22M -$3.8K -38 -0.3%
SC
608
Sapient Capital
Indiana
$1.21M +$378K +3,788 +44%
KHCM
609
Kirtland Hills Capital Management
Ohio
$1.19M
CA
610
Cambridge Associates
Massachusetts
$1.19M
IFG
611
Independent Financial Group
California
$1.18M +$47.7K +478 +4%
PPF
612
Pacific Park Financial
California
$1.18M +$190K +1,906 +19%
BCM
613
Becker Capital Management
Oregon
$1.18M
RCM
614
Radnor Capital Management
Pennsylvania
$1.17M
AFG
615
Atomi Financial Group
New York
$1.16M -$45.5K -456 -4%
ACM
616
Advisors Capital Management
New Jersey
$1.16M +$1.6K +16 +0.1%
JWM
617
Jupiter Wealth Management
Colorado
$1.15M
RCP
618
Roan Capital Partners
Tennessee
$1.15M +$1.18M +11,829 New
PWM
619
Penobscot Wealth Management
Maine
$1.15M +$1.18M +11,808 New
NA
620
Nordwand Advisors
Pennsylvania
$1.15M +$32.5K +325 +3%
SFA
621
Seneca Financial Advisors
New York
$1.15M -$24.9K -249 -2%
PVAMC
622
PPS&V Asset Management Consultants
Michigan
$1.14M +$5.59K +56 +0.5%
SBH
623
Segall Bryant & Hamill
Illinois
$1.14M -$433K -4,338 -27%
HT
624
Heritage Trust
Oklahoma
$1.14M
LWM
625
Lyell Wealth Management
California
$1.14M -$89.9K -900 -7%

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.