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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
VIA
826
Vickerman Investment Advisors
Washington
$635K +$71.9K +720 +12%
CF
827
Centaurus Financial
California
$634K -$8.29K -83 -1%
CWM
828
Cordatus Wealth Management
Pennsylvania
$633K
MWM
829
McNaughton Wealth Management
California
$632K
VAG
830
VisionPoint Advisory Group
Texas
$630K +$127K +1,275 +25%
CWP
831
Curated Wealth Partners
California
$628K
SCTC
832
Sanibel Captiva Trust Company
Florida
$627K
SWM
833
Segment Wealth Management
Texas
$627K
ABC
834
Associated Banc-Corp
Wisconsin
$622K +$214K +2,143 +50%
PP
835
Postrock Partners
Oregon
$620K
RZH
836
Relyea Zuckerberg Hanson
Connecticut
$620K +$899 +9 +0.1%
FNT
837
First Nebraska Trust
Nebraska
$611K +$23.5K +235 +4%
AWP
838
Axis Wealth Partners
Rhode Island
$611K +$10.8K +108 +2%
BSB
839
Bangor Savings Bank
Maine
$610K
QWP
840
Quotient Wealth Partners
Texas
$609K +$626K +6,268 New
GLA
841
Great Lakes Advisors
Illinois
$609K -$795K -7,957 -56%
FWI
842
Facet Wealth Inc
Maryland
$606K -$43.3K -433 -6%
CA
843
CoreCap Advisors
Michigan
$603K -$9.29K -93 -1%
AA
844
Alesco Advisors
New York
$603K
VFIC
845
Valley Forge Investment Consultants
Pennsylvania
$602K
WWP
846
Wise Wealth Partners
Arizona
$600K
TCOTS
847
Trust Company of the South
North Carolina
$597K
RWM
848
Reston Wealth Management
Virginia
$596K -$18K -180 -3%
PAS
849
PKS Advisory Services
New York
$594K +$42.8K +428 +8%
FFM
850
Forum Financial Management
Illinois
$593K