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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
MA
676
MONECO Advisors
Connecticut
$955K
AWA
677
American Wealth Advisors
Georgia
$953K
HSWS
678
Higgins & Schmidt Wealth Strategies
Colorado
$951K
MAM
679
Madison Asset Management
Wisconsin
$948K
NSIM
680
North Star Investment Management
Illinois
$939K
WPC
681
Wedmont Private Capital
Pennsylvania
$939K
SWM
682
Selective Wealth Management
Virginia
$938K
GWANC
683
Guardian Wealth Advisors (North Carolina)
North Carolina
$929K
AAG
684
Asset Advisory Group
New Jersey
$929K
PWMAG
685
Pinnacle Wealth Management Advisory Group
New Jersey
$927K
MWA
686
Midland Wealth Advisors
Illinois
$924K
PMFA
687
Plante Moran Financial Advisors
Michigan
$923K
BWP
688
Burling Wealth Partners
Illinois
$921K
PP
689
Patten & Patten
Tennessee
$914K
BFA
690
Beacon Financial Advisory
Ohio
$914K
PL
691
Parthenon LLC
Kentucky
$906K
HAP
692
Harbor Asset Planning
Massachusetts
$901K
TCA
693
Transcend Capital Advisors
New Jersey
$901K
CWM
694
Circle Wealth Management
New Jersey
$899K
EGA
695
E&G Advisors
Texas
$890K
GM
696
GeoWealth Management
Illinois
$888K
BCM
697
Buckhead Capital Management
Georgia
$886K
GA
698
Goldstein Advisors
Wisconsin
$886K
EWM
699
Empirical Wealth Management
Washington
$874K
PCA
700
Prosperity Capital Advisors
Ohio
$874K