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iShares Russell Mid-Cap ETF

1,511 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, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
SSWM
751
Smith Salley Wealth Management
North Carolina
$773K
AWM
752
Angeles Wealth Management
California
$772K
PIA
753
Polaris Investment Advisors
Massachusetts
$771K
CAL
754
Capital Analysts LLC
Pennsylvania
$771K
PGAM
755
Princeton Global Asset Management
New Jersey
$769K
GC
756
Grimes & Company
Massachusetts
$769K
SFP
757
Shepherd Financial Partners
Massachusetts
$764K
MWM
758
Mission Wealth Management
California
$762K
GS
759
GWN Securities
Florida
$762K
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$761K
FFM
761
Flagstone Financial Management
Nebraska
$761K
W
762
Wealthquest
Ohio
$758K
OSNBOA
763
Old Second National Bank of Aurora
Illinois
$756K
MO
764
McMillan Office
Michigan
$752K
CL
765
CVFG LLC
Indiana
$750K
FAL
766
Focused Alpha LLC
Colorado
$750K
IAIM
767
International Assets Investment Management
Florida
$750K
AC
768
AlphaCore Capital
California
$746K
DE
769
Diversified Enterprises
Delaware
$742K
LFG
770
Larson Financial Group
Missouri
$741K
BCM
771
Brookstone Capital Management
Illinois
$740K
JFA
772
JNBA Financial Advisors
Minnesota
$738K
FAT
773
First American Trust
California
$738K
BFA
774
Bragg Financial Advisors
North Carolina
$734K
CT
775
Caldwell Trust
Florida
$732K