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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
CWM
801
Cranbrook Wealth Management
Michigan
$683K
BA
802
Ballew Advisors
Mississippi
$682K +$5.29K +53 +0.8%
FCH
803
Freestone Capital Holdings
Washington
$676K +$200 +2 +0%
ATS
804
Ashton Thomas Securities
New York
$675K +$693K +6,942 New
BBA
805
BLB&B Advisors
Pennsylvania
$675K +$13K +130 +2%
AC
806
Anson Capital
Georgia
$674K
CCP
807
Cassia Capital Partners
North Carolina
$672K +$33.7K +337 +5%
ST
808
Smithfield Trust
Pennsylvania
$671K
WLPWM
809
Walled Lake Planning & Wealth Management
Illinois
$671K -$85.4K -855 -11%
DWP
810
Destiny Wealth Partners
Florida
$670K
AI
811
Atria Investments
North Carolina
$670K -$2.76M -27,624 -80%
RFS
812
Richardson Financial Services
Massachusetts
$670K +$85.5K +856 +14%
BAMG
813
Brand Asset Management Group
Missouri
$665K
HP
814
Holistic Planning
Texas
$665K -$26.1K -261 -4%
FCFC
815
First Commonwealth Financial Corp
Pennsylvania
$664K -$124K -1,246 -15%
IAG
816
Investment Advisory Group
Massachusetts
$661K -$103K -1,030 -13%
FPB
817
First PREMIER Bank
South Dakota
$659K
MAWA
818
Moss Adams Wealth Advisors
Washington
$654K -$5.69K -57 -0.8%
CIC
819
Carnegie Investment Counsel
Ohio
$652K
ARG
820
Advisory Resource Group
Oklahoma
$647K -$5.99K -60 -0.9%
PCMNC
821
Piedmont Capital Management (North Carolina)
North Carolina
$646K +$423K +4,238 +176%
TWP
822
Triad Wealth Partners
Kansas
$644K -$131K -1,311 -17%
SWM
823
SilverOak Wealth Management
Minnesota
$643K
BPC
824
Bearing Point Capital
Minnesota
$642K
OPCM
825
Osborne Partners Capital Management
California
$642K