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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 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
RCAG
726
Rehmann Capital Advisory Group
Michigan
$816K -$1.63M -16,299 -66%
BIM
727
Baldwin Investment Management
Pennsylvania
$813K
CBT
728
Central Bank & Trust
Kentucky
$812K +$58.2K +583 +8%
SCI
729
S&CO Inc
Massachusetts
$811K
IF
730
Ironwood Financial
Arizona
$811K
FIA
731
Foundations Investment Advisors
Arizona
$809K -$42.1K -421 -5%
KCM
732
Kanawha Capital Management
Virginia
$808K -$49.9K -500 -6%
PFG
733
Pacific Financial Group
Washington
$807K -$30.3K -303 -4%
FBB
734
Fulton Breakefield Broenniman
Maryland
$807K -$65.4K -655 -7%
MCM
735
MidAtlantic Capital Management
Virginia
$807K -$44.7K -447 -5%
FA
736
Fiduciary Alliance
South Carolina
$804K +$16.7K +167 +2%
TP
737
Tranquility Partners
Tennessee
$804K +$103K +1,033 +14%
BW
738
BIP Wealth
Georgia
$803K -$4.1K -41 -0.5%
BFA
739
Beaumont Financial Advisors
Massachusetts
$794K
Empower Advisory Group
740
Empower Advisory Group
Colorado
$792K -$78.9K -790 -9%
IWB
741
Innovative Wealth Building
Maryland
$787K +$48.3K +484 +6%
NEPPG
742
New England Professional Planning Group
Rhode Island
$783K -$4.89K -49 -0.6%
MLL
743
Moody Lynn & Lieberson
Massachusetts
$781K
BCM
744
Brasada Capital Management
Texas
$781K -$3.7K -37 -0.5%
SIAS
745
Summit Investment Advisory Services
Minnesota
$780K +$200 +2 +0%
CW
746
Curio Wealth
Maryland
$779K -$29.3K -293 -4%
ESB
747
Essex Savings Bank
Connecticut
$779K -$14K -140 -2%
FA
748
Fermata Advisors
California
$777K -$599 -6 -0.1%
OWP
749
Obermeyer Wealth Partners
Colorado
$774K
NLP
750
Next Level Private
New York
$773K +$21K +210 +3%