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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
AC
801
Anson Capital
Georgia
$674K
CCP
802
Cassia Capital Partners
North Carolina
$672K
ST
803
Smithfield Trust
Pennsylvania
$671K
WLPWM
804
Walled Lake Planning & Wealth Management
Illinois
$671K
DWP
805
Destiny Wealth Partners
Florida
$670K
AI
806
Atria Investments
North Carolina
$670K
RFS
807
Richardson Financial Services
Massachusetts
$670K
BAMG
808
Brand Asset Management Group
Missouri
$665K
HP
809
Holistic Planning
Texas
$665K
FCFC
810
First Commonwealth Financial Corp
Pennsylvania
$664K
IAG
811
Investment Advisory Group
Massachusetts
$661K
FPB
812
First PREMIER Bank
South Dakota
$659K
MAWA
813
Moss Adams Wealth Advisors
Washington
$654K
CIC
814
Carnegie Investment Counsel
Ohio
$652K
ARG
815
Advisory Resource Group
Oklahoma
$647K
PCMNC
816
Piedmont Capital Management (North Carolina)
North Carolina
$646K
TWP
817
Triad Wealth Partners
Kansas
$644K
SWM
818
SilverOak Wealth Management
Minnesota
$643K
BPC
819
Bearing Point Capital
Minnesota
$642K
OPCM
820
Osborne Partners Capital Management
California
$642K
VIA
821
Vickerman Investment Advisors
Washington
$635K
CF
822
Centaurus Financial
California
$634K
CWM
823
Cordatus Wealth Management
Pennsylvania
$633K
MWM
824
McNaughton Wealth Management
California
$632K
VAG
825
VisionPoint Advisory Group
Texas
$630K