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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 102 funds opening new positions, 459 increasing their positions, 533 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

31% more first-time investments, than exits

New positions opened: 102 | 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)

0% less funds holding

Funds holding: 1,5191,512 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,512
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
18.63%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
102
Increased
459
Reduced
533
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
AFG
51
Albion Financial Group
Utah
$83.4M +$389K +3,898 +0.5%
CA
52
Clearstead Advisors
Ohio
$74.7M +$371K +3,719 +0.5%
CCA
53
Catalyst Capital Advisors
New York
$74.7M +$8.32M +83,335 +12%
MRC
54
Millburn Ridgefield Corp
New York
$74.7M +$8.32M +83,335 +12%
FMI
55
Factory Mutual Insurance
Massachusetts
$73.8M
Osaic Holdings
56
Osaic Holdings
Arizona
$72.5M +$5.65M +56,521 +8%
Kayne Anderson Rudnick Investment Management
57
Kayne Anderson Rudnick Investment Management
California
$70.5M +$11.7M +117,048 +19%
NP
58
NorthRock Partners
Minnesota
$68.8M -$1.11M -11,153 -2%
ICMARC
59
International City Management Association Retirement Corp
District of Columbia
$68.3M
BPWM
60
Badgley Phelps Wealth Managers
Washington
$67.1M +$541K +5,415 +0.8%
Franklin Resources
61
Franklin Resources
California
$64.7M -$99.2K -993 -0.1%
CBB
62
Citizens Business Bank
California
$63.2M -$412K -4,127 -0.6%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$54.5M -$30.4M -304,187 -35%
SPIA
64
Steward Partners Investment Advisory
New York
$53.9M +$2.53M +25,377 +5%
FFA
65
First Foundation Advisors
California
$53.8M +$3.58M +35,791 +7%
SYBT
66
Stock Yards Bank & Trust
Kentucky
$53.8M +$3.61M +36,104 +7%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$50.5M +$4.28M +42,889 +9%
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$49.6M +$791K +7,923 +2%
HighTower Advisors
69
HighTower Advisors
Illinois
$49.3M -$1.52M -15,174 -3%
Corient Private Wealth
70
Corient Private Wealth
Florida
$46.8M -$79.7M -797,482 -62%
HNB
71
Huntington National Bank
Ohio
$45M +$411K +4,114 New
RWA
72
River Wealth Advisors
Pennsylvania
$43.8M +$1.99M +19,971 +5%
MMA
73
Miracle Mile Advisors
California
$42.9M -$4.66M -46,670 -10%
MCM
74
MAI Capital Management
Ohio
$42.7M -$80.2K -803 -0.2%
SIA
75
Stegner Investment Associates
Kentucky
$40.9M -$2.26M -22,583 -5%