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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
CCG
626
Cypress Capital Group
Florida
$1.11M
MYIA
627
Mount Yale Investment Advisors
Colorado
$1.1M
BHWM
628
Bar Harbor Wealth Management
New Hampshire
$1.1M
PJC
629
Phillip James Consulting
Minnesota
$1.1M
BBHC
630
Brown Brothers Harriman & Co
New York
$1.09M
SAI
631
Savvy Advisors Inc
New York
$1.09M
UWM
632
USAdvisors Wealth Management
Minnesota
$1.09M
EAN
633
Excelsior Advisor Network
Colorado
$1.08M
RWC
634
Rare Wolf Capital
Washington
$1.08M
Tudor Investment Corp
635
Tudor Investment Corp
Connecticut
$1.07M
TFS
636
Thoroughbred Financial Services
Tennessee
$1.07M
KCM
637
Kendall Capital Management
Maryland
$1.07M
WFA
638
Wellspring Financial Advisors
Ohio
$1.06M
SCA
639
Stillwater Capital Advisors
Pennsylvania
$1.06M
CAM
640
Columbia Asset Management
Michigan
$1.06M
WWM
641
Western Wealth Management
Colorado
$1.06M
CCWA
642
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M
DSC
643
Duncker Streett & Co
Missouri
$1.05M
PS
644
Pinney & Scofield
Massachusetts
$1.05M
VAS
645
Vestmark Advisory Solutions
Massachusetts
$1.05M
BHIA
646
Birch Hill Investment Advisors
Massachusetts
$1.04M
RPGK
647
Retirement Planning Group (Kansas)
Kansas
$1.04M
NB
648
NBT Bank
New York
$1.04M
OA
649
Operose Advisors
Wisconsin
$1.03M
OFP
650
OFC Financial Planning
New Jersey
$1.03M