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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
IP
676
Indivisible Partners
Florida
$967K +$231K +2,311 +30%
LIM
677
Leavell Investment Management
Alabama
$966K +$60.8K +609 +7%
JHCP
678
Jackson Hole Capital Partners
Oklahoma
$965K
Vontobel Holding
679
Vontobel Holding
Switzerland
$965K
VCP
680
Vista Capital Partners
Oregon
$961K -$5.09K -51 -0.5%
MA
681
MONECO Advisors
Connecticut
$955K -$238K -2,378 -19%
AWA
682
American Wealth Advisors
Georgia
$953K +$18.6K +186 +2%
HSWS
683
Higgins & Schmidt Wealth Strategies
Colorado
$951K +$21.1K +211 +2%
MAM
684
Madison Asset Management
Wisconsin
$948K -$1.58M -15,848 -62%
NSIM
685
North Star Investment Management
Illinois
$939K
WPC
686
Wedmont Private Capital
Pennsylvania
$939K +$999 +10 +0.1%
SWM
687
Selective Wealth Management
Virginia
$938K
GWANC
688
Guardian Wealth Advisors (North Carolina)
North Carolina
$929K -$14.3K -143 -1%
AAG
689
Asset Advisory Group
New Jersey
$929K +$899 +9 +0.1%
PWMAG
690
Pinnacle Wealth Management Advisory Group
New Jersey
$927K -$625K -6,260 -40%
MWA
691
Midland Wealth Advisors
Illinois
$924K -$12.6K -126 -1%
PMFA
692
Plante Moran Financial Advisors
Michigan
$923K
BWP
693
Burling Wealth Partners
Illinois
$921K -$46K -461 -5%
PP
694
Patten & Patten
Tennessee
$914K
BFA
695
Beacon Financial Advisory
Ohio
$914K +$699 +7 +0.1%
PL
696
Parthenon LLC
Kentucky
$906K
HAP
697
Harbor Asset Planning
Massachusetts
$901K +$8.99K +90 +1%
TCA
698
Transcend Capital Advisors
New Jersey
$901K +$68.1K +682 +8%
CWM
699
Circle Wealth Management
New Jersey
$899K +$300 +3 +0%
EGA
700
E&G Advisors
Texas
$890K +$415K +4,153 +83%