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iShares Russell Mid-Cap ETF

1,511 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, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
IP
676
Indivisible Partners
Florida
$967K
LIM
677
Leavell Investment Management
Alabama
$966K
JHCP
678
Jackson Hole Capital Partners
Oklahoma
$965K
Vontobel Holding
679
Vontobel Holding
Switzerland
$965K
VCP
680
Vista Capital Partners
Oregon
$961K
MA
681
MONECO Advisors
Connecticut
$955K
AWA
682
American Wealth Advisors
Georgia
$953K
HSWS
683
Higgins & Schmidt Wealth Strategies
Colorado
$951K
MAM
684
Madison Asset Management
Wisconsin
$948K
NSIM
685
North Star Investment Management
Illinois
$939K
WPC
686
Wedmont Private Capital
Pennsylvania
$939K
SWM
687
Selective Wealth Management
Virginia
$938K
GWANC
688
Guardian Wealth Advisors (North Carolina)
North Carolina
$929K
AAG
689
Asset Advisory Group
New Jersey
$929K
PWMAG
690
Pinnacle Wealth Management Advisory Group
New Jersey
$927K
MWA
691
Midland Wealth Advisors
Illinois
$924K
PMFA
692
Plante Moran Financial Advisors
Michigan
$923K
BWP
693
Burling Wealth Partners
Illinois
$921K
PP
694
Patten & Patten
Tennessee
$914K
BFA
695
Beacon Financial Advisory
Ohio
$914K
PL
696
Parthenon LLC
Kentucky
$906K
HAP
697
Harbor Asset Planning
Massachusetts
$901K
TCA
698
Transcend Capital Advisors
New Jersey
$901K
CWM
699
Circle Wealth Management
New Jersey
$899K
EGA
700
E&G Advisors
Texas
$890K