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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
SCM
601
Sunbeam Capital Management
Georgia
$1.26M
RIG
602
RiverFront Investment Group
Virginia
$1.24M
SB
603
Strategic Blueprint
Georgia
$1.24M
FPAS
604
Focus Partners Advisor Solutions
Missouri
$1.23M
AFO
605
Arrowroot Family Office
California
$1.23M
CCWM
606
Cassaday & Co Wealth Management
Virginia
$1.23M
SCM
607
Sterling Capital Management
North Carolina
$1.22M
SC
608
Sapient Capital
Indiana
$1.21M
KHCM
609
Kirtland Hills Capital Management
Ohio
$1.19M
CA
610
Cambridge Associates
Massachusetts
$1.19M
IFG
611
Independent Financial Group
California
$1.18M
PPF
612
Pacific Park Financial
California
$1.18M
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
ACM
616
Advisors Capital Management
New Jersey
$1.16M
JWM
617
Jupiter Wealth Management
Colorado
$1.15M
RCP
618
Roan Capital Partners
Tennessee
$1.15M
PWM
619
Penobscot Wealth Management
Maine
$1.15M
NA
620
Nordwand Advisors
Pennsylvania
$1.15M
SFA
621
Seneca Financial Advisors
New York
$1.15M
PVAMC
622
PPS&V Asset Management Consultants
Michigan
$1.14M
SBH
623
Segall Bryant & Hamill
Illinois
$1.14M
HT
624
Heritage Trust
Oklahoma
$1.14M
LWM
625
Lyell Wealth Management
California
$1.14M