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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
MCM
651
Mill Capital Management
North Carolina
$1.02M
IA
652
IFP Advisors
Florida
$1.02M
RDFA
653
Ritter Daniher Financial Advisory
Ohio
$1.02M
SS
654
Sunbelt Securities
Texas
$1.01M
CFWMA
655
Center for Wealth Management Advisory
Ohio
$1.01M
JIP
656
Jaffetilchin Investment Partners
Florida
$1.01M
BEI
657
Benjamin Edwards Inc
Missouri
$1.01M
AC
658
Apella Capital
Connecticut
$1.01M
HIA
659
Harbor Investment Advisory
Maryland
$1M
RWM
660
RKL Wealth Management
Pennsylvania
$1M
Neuberger Berman Group
661
Neuberger Berman Group
New York
$1M
PIA
662
Perennial Investment Advisors
California
$1M
MC
663
Moors & Cabot
Massachusetts
$996K
MAV
664
Mason & Associates (Virginia)
Virginia
$995K
NCM
665
Narwhal Capital Management
Georgia
$995K
FFB
666
First Financial Bankshares
Texas
$991K
CWGL
667
Cedrus Wealth Group LLC
Minnesota
$990K
ARC
668
Advisor Resource Council
Texas
$983K
WPW
669
Waldron Private Wealth
Pennsylvania
$978K
BCG
670
Breakwater Capital Group
New Jersey
$967K
IP
671
Indivisible Partners
Florida
$967K
LIM
672
Leavell Investment Management
Alabama
$966K
JHCP
673
Jackson Hole Capital Partners
Oklahoma
$965K
Vontobel Holding
674
Vontobel Holding
Switzerland
$965K
VCP
675
Vista Capital Partners
Oregon
$961K