iShares Russell Mid-Cap ETF
1,514 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, 460 increasing their positions, 534 reducing their positions, and 78 closing their positions.
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: 55 → 58 (+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: 1,520 → 1,514 (-6)
14% less repeat investments, than reductions
Existing positions increased: 460 | Existing positions reduced: 534
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.4B |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$123M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$114M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$95.2M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$289M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$79.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$69.3M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$30.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$25.5M |
IWR Hedge Fund Activity: Q1 2026 in Review
1,514 of the 8,129 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap ETF (IWR) for Q1 2026, worth a combined $40.6B — up 4.8% from $38.8B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new IWR positions and 78 closed out — a net gain of 24 holders — while 460 added to existing stakes and 534 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $1.4B. The largest seller was TIAA Trust, National Association, cutting an estimated $289M.
- 1,514 institutional investors held iShares Russell Mid-Cap ETF (IWR) as of Q1 2026, down from 1,520 in Q4 2025.
- Funds reported $40.6B of iShares Russell Mid-Cap ETF stock for Q1 2026, up 4.8% quarter-over-quarter.
- 102 funds opened new iShares Russell Mid-Cap ETF positions in Q1 2026 and 78 closed out, a net change of +24 holders.
- The largest iShares Russell Mid-Cap ETF buyer in Q1 2026 was Jones Financial Companies, an estimated $1.4B added.
- The largest iShares Russell Mid-Cap ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $289M sold.
Based on aggregated 13F filings for Q1 2026.