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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
SSWM
751
Smith Salley Wealth Management
North Carolina
$773K -$11.1K -111 -1%
AWM
752
Angeles Wealth Management
California
$772K
PIA
753
Polaris Investment Advisors
Massachusetts
$771K
CAL
754
Capital Analysts LLC
Pennsylvania
$771K +$126K +1,265 +19%
PGAM
755
Princeton Global Asset Management
New Jersey
$769K -$40.4K -404 -5%
GC
756
Grimes & Company
Massachusetts
$769K +$2.1K +21 +0.3%
SFP
757
Shepherd Financial Partners
Massachusetts
$764K -$2.4K -24 -0.3%
MWM
758
Mission Wealth Management
California
$762K -$10.8K -108 -1%
GS
759
GWN Securities
Florida
$762K -$28K -280 -3%
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$761K +$399K +3,995 +104%
FFM
761
Flagstone Financial Management
Nebraska
$761K
W
762
Wealthquest
Ohio
$758K -$9.39K -94 -1%
OSNBOA
763
Old Second National Bank of Aurora
Illinois
$756K
MO
764
McMillan Office
Michigan
$752K
CL
765
CVFG LLC
Indiana
$750K +$148K +1,485 +24%
FAL
766
Focused Alpha LLC
Colorado
$750K +$599 +6 +0.1%
IAIM
767
International Assets Investment Management
Florida
$750K -$148K -1,483 -16%
AC
768
AlphaCore Capital
California
$746K -$43.4K -434 -5%
DE
769
Diversified Enterprises
Delaware
$742K +$84.8K +849 +13%
LFG
770
Larson Financial Group
Missouri
$741K +$1.8K +18 +0.2%
BCM
771
Brookstone Capital Management
Illinois
$740K +$79.7K +798 +12%
JFA
772
JNBA Financial Advisors
Minnesota
$738K -$799 -8 -0.1%
FAT
773
First American Trust
California
$738K +$115K +1,153 +18%
BFA
774
Bragg Financial Advisors
North Carolina
$734K -$400 -4 -0.1%
CT
775
Caldwell Trust
Florida
$732K