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iShares Russell Mid-Cap ETF

1,511 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, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
VIA
826
Vickerman Investment Advisors
Washington
$635K
CF
827
Centaurus Financial
California
$634K
CWM
828
Cordatus Wealth Management
Pennsylvania
$633K
MWM
829
McNaughton Wealth Management
California
$632K
VAG
830
VisionPoint Advisory Group
Texas
$630K
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
PP
835
Postrock Partners
Oregon
$620K
RZH
836
Relyea Zuckerberg Hanson
Connecticut
$620K
FNT
837
First Nebraska Trust
Nebraska
$611K
AWP
838
Axis Wealth Partners
Rhode Island
$611K
BSB
839
Bangor Savings Bank
Maine
$610K
QWP
840
Quotient Wealth Partners
Texas
$609K
GLA
841
Great Lakes Advisors
Illinois
$609K
FWI
842
Facet Wealth Inc
Maryland
$606K
CA
843
CoreCap Advisors
Michigan
$603K
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
PAS
849
PKS Advisory Services
New York
$594K
FFM
850
Forum Financial Management
Illinois
$593K