We are live on ! Find out more
IWR icon

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
NSCM
626
New South Capital Management
Tennessee
$1.13M
TFA
627
TPG Financial Advisors
Oregon
$1.13M
PHIC
628
Pine Haven Investment Counsel
Massachusetts
$1.12M
CTC
629
Central Trust Company
Missouri
$1.12M
LGW
630
Leslie Global Wealth
Illinois
$1.11M
CCG
631
Cypress Capital Group
Florida
$1.11M
MYIA
632
Mount Yale Investment Advisors
Colorado
$1.1M
BHWM
633
Bar Harbor Wealth Management
New Hampshire
$1.1M
PJC
634
Phillip James Consulting
Minnesota
$1.1M
BBHC
635
Brown Brothers Harriman & Co
New York
$1.09M
SAI
636
Savvy Advisors Inc
New York
$1.09M
UWM
637
USAdvisors Wealth Management
Minnesota
$1.09M
EAN
638
Excelsior Advisor Network
Colorado
$1.08M
RWC
639
Rare Wolf Capital
Washington
$1.08M
Tudor Investment Corp
640
Tudor Investment Corp
Connecticut
$1.07M
TFS
641
Thoroughbred Financial Services
Tennessee
$1.07M
KCM
642
Kendall Capital Management
Maryland
$1.07M
WFA
643
Wellspring Financial Advisors
Ohio
$1.06M
SCA
644
Stillwater Capital Advisors
Pennsylvania
$1.06M
CAM
645
Columbia Asset Management
Michigan
$1.06M
WWM
646
Western Wealth Management
Colorado
$1.06M
CCWA
647
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M
DSC
648
Duncker Streett & Co
Missouri
$1.05M
PS
649
Pinney & Scofield
Massachusetts
$1.05M
VAS
650
Vestmark Advisory Solutions
Massachusetts
$1.05M