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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
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%

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.