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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
GC
751
Grimes & Company
Massachusetts
$769K
SFP
752
Shepherd Financial Partners
Massachusetts
$764K
MWM
753
Mission Wealth Management
California
$762K
GS
754
GWN Securities
Florida
$762K
PFGIA
755
Patriot Financial Group Insurance Agency
Massachusetts
$761K
FFM
756
Flagstone Financial Management
Nebraska
$761K
W
757
Wealthquest
Ohio
$760K
OSNBOA
758
Old Second National Bank of Aurora
Illinois
$756K
MO
759
McMillan Office
Michigan
$752K
CL
760
CVFG LLC
Indiana
$750K
FAL
761
Focused Alpha LLC
Colorado
$750K
IAIM
762
International Assets Investment Management
Florida
$750K
AC
763
AlphaCore Capital
California
$746K
DE
764
Diversified Enterprises
Delaware
$742K
LFG
765
Larson Financial Group
Missouri
$741K
BCM
766
Brookstone Capital Management
Illinois
$740K
JFA
767
JNBA Financial Advisors
Minnesota
$738K
FAT
768
First American Trust
California
$738K
BFA
769
Bragg Financial Advisors
North Carolina
$734K
CT
770
Caldwell Trust
Florida
$732K
IWP
771
Invenio Wealth Partners
Florida
$732K
B
772
Bensler
Washington
$729K
BWA
773
BlueSky Wealth Advisors
North Carolina
$727K
DM
774
Diversified Management
Wisconsin
$726K
KWA
775
Kingswood Wealth Advisors
California
$725K