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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
VT
776
Vise Technologies
New York
$720K
MF
777
Montis Financial
Massachusetts
$719K
BFW
778
Brady Family Wealth
Missouri
$719K
FB
779
First Bancorp
Maine
$718K
V
780
ViaWealth
Kansas
$715K
UF
781
Univest Financial
Pennsylvania
$713K
EPW
782
Endeavor Private Wealth
Kansas
$710K
KLI
783
Kelman-Lazarov Inc
Tennessee
$708K
IIA
784
ICW Investment Advisors
Arizona
$707K
FFP
785
FourThought Financial Partners
Florida
$706K
AWA
786
AmeriServ Wealth Advisors
Pennsylvania
$704K
GWM
787
Greenhouse Wealth Management
Connecticut
$701K
FA
788
Fiducient Advisors
Illinois
$700K
TSW
789
Thompson Siegel & Walmsley
Virginia
$697K
SIC
790
Sterling Investment Counsel
New York
$696K
HAIM
791
Hunter Associates Investment Management
Pennsylvania
$695K
BMC
792
Bear Mountain Capital
Washington
$694K
SIM
793
Stratos Investment Management
Ohio
$691K
SCM
794
SummitPoint Capital Management
Colorado
$687K
BFPW
795
BOK Financial Private Wealth
Colorado
$686K
CWM
796
Cranbrook Wealth Management
Michigan
$683K
BA
797
Ballew Advisors
Mississippi
$682K
FCH
798
Freestone Capital Holdings
Washington
$676K
ATS
799
Ashton Thomas Securities
New York
$675K
BBA
800
BLB&B Advisors
Pennsylvania
$675K