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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
GM
701
GeoWealth Management
Illinois
$888K
BCM
702
Buckhead Capital Management
Georgia
$886K
GA
703
Goldstein Advisors
Wisconsin
$886K
EWM
704
Empirical Wealth Management
Washington
$874K
PCA
705
Prosperity Capital Advisors
Ohio
$874K
CIA
706
Capital Investment Advisors
Georgia
$872K
LP
707
LGL Partners
Pennsylvania
$871K
DIA
708
Dana Investment Advisors
Wisconsin
$870K
CFFP
709
Center for Financial Planning
Michigan
$870K
BWM
710
Baron Wealth Management
Michigan
$869K
PFWA
711
Paces Ferry Wealth Advisors
Georgia
$868K
CAMG
712
CWA Asset Management Group
Florida
$867K
IAS
713
Insigneo Advisory Services
Florida
$866K
MWM
714
Modern Wealth Management
Kansas
$862K
HWA
715
Heritage Wealth Advisors
Virginia
$856K
LDB
716
Lee, Danner & Bass
Tennessee
$852K
MFG
717
Midwest Financial Group
Kansas
$852K
BLC
718
Brown, Lisle/Cummings
Rhode Island
$846K
ANBT
719
American National Bank & Trust
Texas
$838K
CW
720
CreativeOne Wealth
Kansas
$834K
PWS
721
Precision Wealth Strategies
Missouri
$830K
SPC
722
Spirepoint Private Client
Florida
$828K
CAC
723
Certified Advisory Corp
Florida
$826K
GWP
724
Gateway Wealth Partners
Wisconsin
$817K
GWS
725
Glassman Wealth Services
Virginia
$816K