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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
NSCM
626
New South Capital Management
Tennessee
$1.13M -$1.42M -14,170 -55%
TFA
627
TPG Financial Advisors
Oregon
$1.13M +$14K +140 +1%
PHIC
628
Pine Haven Investment Counsel
Massachusetts
$1.12M
CTC
629
Central Trust Company
Missouri
$1.12M -$18K -180 -2%
LGW
630
Leslie Global Wealth
Illinois
$1.11M +$48.4K +485 +4%
CCG
631
Cypress Capital Group
Florida
$1.11M
MYIA
632
Mount Yale Investment Advisors
Colorado
$1.1M +$171K +1,708 +18%
BHWM
633
Bar Harbor Wealth Management
New Hampshire
$1.1M +$218K +2,180 +24%
PJC
634
Phillip James Consulting
Minnesota
$1.1M +$514K +5,146 New
BBHC
635
Brown Brothers Harriman & Co
New York
$1.09M +$3.6K +36 +0.3%
SAI
636
Savvy Advisors Inc
New York
$1.09M +$11.8K +118 +1%
UWM
637
USAdvisors Wealth Management
Minnesota
$1.09M -$6.99K -70 -0.6%
EAN
638
Excelsior Advisor Network
Colorado
$1.08M +$547K +5,473 +96%
RWC
639
Rare Wolf Capital
Washington
$1.08M +$200 +2 +0%
Tudor Investment Corp
640
Tudor Investment Corp
Connecticut
$1.07M +$1.1M +11,035 New
TFS
641
Thoroughbred Financial Services
Tennessee
$1.07M -$79.5K -796 -7%
KCM
642
Kendall Capital Management
Maryland
$1.07M
WFA
643
Wellspring Financial Advisors
Ohio
$1.06M +$304K +3,047 +39%
SCA
644
Stillwater Capital Advisors
Pennsylvania
$1.06M -$27.7K -277 -2%
CAM
645
Columbia Asset Management
Michigan
$1.06M
WWM
646
Western Wealth Management
Colorado
$1.06M -$35K -350 -3%
CCWA
647
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M +$16.9K +169 +2%
DSC
648
Duncker Streett & Co
Missouri
$1.05M
PS
649
Pinney & Scofield
Massachusetts
$1.05M +$16K +160 +2%
VAS
650
Vestmark Advisory Solutions
Massachusetts
$1.05M +$110K +1,100 +11%

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.