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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
CWP
826
Curated Wealth Partners
California
$628K
SCTC
827
Sanibel Captiva Trust Company
Florida
$627K
SWM
828
Segment Wealth Management
Texas
$627K
ABC
829
Associated Banc-Corp
Wisconsin
$622K
PP
830
Postrock Partners
Oregon
$620K
RZH
831
Relyea Zuckerberg Hanson
Connecticut
$620K
AWP
832
Axis Wealth Partners
Rhode Island
$611K
BSB
833
Bangor Savings Bank
Maine
$610K
QWP
834
Quotient Wealth Partners
Texas
$609K
GLA
835
Great Lakes Advisors
Illinois
$609K
FWI
836
Facet Wealth Inc
Maryland
$606K
CA
837
CoreCap Advisors
Michigan
$603K
AA
838
Alesco Advisors
New York
$603K
VFIC
839
Valley Forge Investment Consultants
Pennsylvania
$602K
WWP
840
Wise Wealth Partners
Arizona
$600K
TCOTS
841
Trust Company of the South
North Carolina
$597K
RWM
842
Reston Wealth Management
Virginia
$596K
PAS
843
PKS Advisory Services
New York
$594K
FFM
844
Forum Financial Management
Illinois
$593K
RT
845
Rockland Trust
Massachusetts
$592K
CWP
846
Cyndeo Wealth Partners
Florida
$589K
SFAM
847
Sawyer Falduto Asset Management
Illinois
$587K
AWM
848
AAF Wealth Management
Massachusetts
$586K
FBC
849
Fairfield, Bush & Co
Connecticut
$582K
LC
850
Lawood & Co
Pennsylvania
$580K