We are live on ! Find out more
IWR icon

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
IWP
776
Invenio Wealth Partners
Florida
$732K
B
777
Bensler
Washington
$729K -$29.9K -299 -4%
BWA
778
BlueSky Wealth Advisors
North Carolina
$727K
DM
779
Diversified Management
Wisconsin
$726K
KWA
780
Kingswood Wealth Advisors
California
$725K +$38.1K +381 +5%
VT
781
Vise Technologies
New York
$720K
MF
782
Montis Financial
Massachusetts
$719K -$53.4K -535 -7%
BFW
783
Brady Family Wealth
Missouri
$719K -$699 -7 -0.1%
FB
784
First Bancorp
Maine
$718K +$68.9K +690 +10%
V
785
ViaWealth
Kansas
$715K
UF
786
Univest Financial
Pennsylvania
$713K -$288K -2,881 -28%
EPW
787
Endeavor Private Wealth
Kansas
$710K -$1.7K -17 -0.2%
KLI
788
Kelman-Lazarov Inc
Tennessee
$708K -$198K -1,981 -21%
IIA
789
ICW Investment Advisors
Arizona
$707K
FFP
790
FourThought Financial Partners
Florida
$706K
AWA
791
AmeriServ Wealth Advisors
Pennsylvania
$704K -$101K -1,013 -12%
GWM
792
Greenhouse Wealth Management
Connecticut
$701K +$1.9K +19 +0.3%
FA
793
Fiducient Advisors
Illinois
$700K +$7.69K +77 +1%
TSW
794
Thompson Siegel & Walmsley
Virginia
$697K
SIC
795
Sterling Investment Counsel
New York
$696K +$715K +7,160 New
HAIM
796
Hunter Associates Investment Management
Pennsylvania
$695K +$100 +1 +0%
BMC
797
Bear Mountain Capital
Washington
$694K -$12.1K -121 -2%
SIM
798
Stratos Investment Management
Ohio
$691K +$499 +5 +0.1%
SCM
799
SummitPoint Capital Management
Colorado
$687K +$713K +7,134 New
BFPW
800
BOK Financial Private Wealth
Colorado
$686K