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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
CIA
701
Capital Investment Advisors
Georgia
$872K
LP
702
LGL Partners
Pennsylvania
$871K
DIA
703
Dana Investment Advisors
Wisconsin
$870K
CFFP
704
Center for Financial Planning
Michigan
$870K
BWM
705
Baron Wealth Management
Michigan
$869K
PFWA
706
Paces Ferry Wealth Advisors
Georgia
$868K
CAMG
707
CWA Asset Management Group
Florida
$867K
IAS
708
Insigneo Advisory Services
Florida
$866K
MWM
709
Modern Wealth Management
Kansas
$862K
HWA
710
Heritage Wealth Advisors
Virginia
$856K
LDB
711
Lee, Danner & Bass
Tennessee
$852K
MFG
712
Midwest Financial Group
Kansas
$852K
BLC
713
Brown, Lisle/Cummings
Rhode Island
$846K
ANBT
714
American National Bank & Trust
Texas
$838K
CW
715
CreativeOne Wealth
Kansas
$834K
PWS
716
Precision Wealth Strategies
Missouri
$830K
SPC
717
Spirepoint Private Client
Florida
$828K
CAC
718
Certified Advisory Corp
Florida
$826K
GWP
719
Gateway Wealth Partners
Wisconsin
$817K
GWS
720
Glassman Wealth Services
Virginia
$816K
RCAG
721
Rehmann Capital Advisory Group
Michigan
$816K
BIM
722
Baldwin Investment Management
Pennsylvania
$813K
CBT
723
Central Bank & Trust
Kentucky
$812K
SCI
724
S&CO Inc
Massachusetts
$811K
IF
725
Ironwood Financial
Arizona
$811K