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iShares Russell Mid-Cap ETF

1,500 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 99 funds opening new positions, 454 increasing their positions, 530 reducing their positions, and 79 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 (+$1.83B)

1% less funds holding

Funds holding: 1,5161,500 (-16)

14% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 530

Holders
1,500
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
FIA
726
Foundations Investment Advisors
Arizona
$809K
KCM
727
Kanawha Capital Management
Virginia
$808K
PFG
728
Pacific Financial Group
Washington
$807K
FBB
729
Fulton Breakefield Broenniman
Maryland
$807K
MCM
730
MidAtlantic Capital Management
Virginia
$807K
FA
731
Fiduciary Alliance
South Carolina
$804K
TP
732
Tranquility Partners
Tennessee
$804K
BW
733
BIP Wealth
Georgia
$803K
BFA
734
Beaumont Financial Advisors
Massachusetts
$794K
Empower Advisory Group
735
Empower Advisory Group
Colorado
$792K
IWB
736
Innovative Wealth Building
Maryland
$787K
NEPPG
737
New England Professional Planning Group
Rhode Island
$783K
MLL
738
Moody Lynn & Lieberson
Massachusetts
$781K
BCM
739
Brasada Capital Management
Texas
$781K
SIAS
740
Summit Investment Advisory Services
Minnesota
$780K
CW
741
Curio Wealth
Maryland
$779K
ESB
742
Essex Savings Bank
Connecticut
$779K
FA
743
Fermata Advisors
California
$777K
OWP
744
Obermeyer Wealth Partners
Colorado
$774K
NLP
745
Next Level Private
New York
$773K
SSWM
746
Smith Salley Wealth Management
North Carolina
$773K
AWM
747
Angeles Wealth Management
California
$772K
PIA
748
Polaris Investment Advisors
Massachusetts
$771K
CAL
749
Capital Analysts LLC
Pennsylvania
$771K
PGAM
750
Princeton Global Asset Management
New Jersey
$769K