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iShares Russell Mid-Cap ETF

1,512 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, 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

29% more first-time investments, than exits

New positions opened: 101 | 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)

1% less funds holding

Funds holding: 1,5201,512 (-8)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 534

Holders
1,512
Holders Change
-8
Holders Change %
-0.53%
% 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
101
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
BHIA
651
Birch Hill Investment Advisors
Massachusetts
$1.04M
RPGK
652
Retirement Planning Group (Kansas)
Kansas
$1.04M +$230K +2,298 +27%
NB
653
NBT Bank
New York
$1.04M +$17K +170 +2%
OA
654
Operose Advisors
Wisconsin
$1.03M +$499 +5 +0%
OFP
655
OFC Financial Planning
New Jersey
$1.03M
MCM
656
Mill Capital Management
North Carolina
$1.02M
IA
657
IFP Advisors
Florida
$1.02M -$64.6K -647 -6%
RDFA
658
Ritter Daniher Financial Advisory
Ohio
$1.02M -$5.59K -56 -0.5%
SS
659
Sunbelt Securities
Texas
$1.01M -$123K -1,232 -11%
CFWMA
660
Center for Wealth Management Advisory
Ohio
$1.01M
JIP
661
Jaffetilchin Investment Partners
Florida
$1.01M +$48.6K +487 +5%
BEI
662
Benjamin Edwards Inc
Missouri
$1.01M -$59.5K -596 -5%
AC
663
Apella Capital
Connecticut
$1.01M +$402K +4,029 +71%
HIA
664
Harbor Investment Advisory
Maryland
$1M
RWM
665
RKL Wealth Management
Pennsylvania
$1M -$3.6K -36 -0.3%
Neuberger Berman Group
666
Neuberger Berman Group
New York
$1M +$4.7K +47 +0.5%
PIA
667
Perennial Investment Advisors
California
$1M +$7.99K +80 +0.8%
MC
668
Moors & Cabot
Massachusetts
$996K -$53.8K -539 -5%
MAV
669
Mason & Associates (Virginia)
Virginia
$995K -$3.7K -37 -0.4%
NCM
670
Narwhal Capital Management
Georgia
$995K
FFB
671
First Financial Bankshares
Texas
$991K +$171K +1,708 +20%
CWGL
672
Cedrus Wealth Group LLC
Minnesota
$990K +$123K +1,230 +14%
ARC
673
Advisor Resource Council
Texas
$983K
WPW
674
Waldron Private Wealth
Pennsylvania
$978K -$54.3K -544 -5%
BCG
675
Breakwater Capital Group
New Jersey
$967K -$4.2K -42 -0.4%