We are live on ! Find out more
IWR icon

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
GM
701
GeoWealth Management
Illinois
$888K -$1.1K -11 -0.1%
BCM
702
Buckhead Capital Management
Georgia
$886K
GA
703
Goldstein Advisors
Wisconsin
$886K
EWM
704
Empirical Wealth Management
Washington
$874K +$7.69K +77 +0.9%
PCA
705
Prosperity Capital Advisors
Ohio
$874K -$1.05M -10,522 -54%
CIA
706
Capital Investment Advisors
Georgia
$872K -$108K -1,084 -11%
LP
707
LGL Partners
Pennsylvania
$871K +$2.4K +24 +0.3%
DIA
708
Dana Investment Advisors
Wisconsin
$870K -$30K -300 -3%
CFFP
709
Center for Financial Planning
Michigan
$870K -$7.79K -78 -0.9%
BWM
710
Baron Wealth Management
Michigan
$869K -$11K -110 -1%
PFWA
711
Paces Ferry Wealth Advisors
Georgia
$868K +$999 +10 +0.1%
CAMG
712
CWA Asset Management Group
Florida
$867K +$217K +2,175 +32%
IAS
713
Insigneo Advisory Services
Florida
$866K -$61.9K -620 -7%
MWM
714
Modern Wealth Management
Kansas
$862K -$26.9K -269 -3%
HWA
715
Heritage Wealth Advisors
Virginia
$856K -$1.34M -13,424 -60%
LDB
716
Lee, Danner & Bass
Tennessee
$852K
MFG
717
Midwest Financial Group
Kansas
$852K +$119K +1,188 +16%
BLC
718
Brown, Lisle/Cummings
Rhode Island
$846K
ANBT
719
American National Bank & Trust
Texas
$838K
CW
720
CreativeOne Wealth
Kansas
$834K -$505K -5,058 -37%
PWS
721
Precision Wealth Strategies
Missouri
$830K
SPC
722
Spirepoint Private Client
Florida
$828K
CAC
723
Certified Advisory Corp
Florida
$826K -$13.9K -139 -2%
GWP
724
Gateway Wealth Partners
Wisconsin
$817K +$839K +8,404 New
GWS
725
Glassman Wealth Services
Virginia
$816K