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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
RT
851
Rockland Trust
Massachusetts
$592K +$250K +2,500 +70%
CWP
852
Cyndeo Wealth Partners
Florida
$589K -$380K -3,800 -39%
SFAM
853
Sawyer Falduto Asset Management
Illinois
$587K -$8.29K -83 -1%
AWM
854
AAF Wealth Management
Massachusetts
$586K -$599 -6 -0.1%
FBC
855
Fairfield, Bush & Co
Connecticut
$582K
LC
856
Lawood & Co
Pennsylvania
$580K -$16K -160 -3%
EIA
857
Edgemoor Investment Advisors
Maryland
$579K
RCM
858
Richardson Capital Management
Wisconsin
$579K
IMC Chicago
859
IMC Chicago
Illinois
$579K +$595K +5,960 New
AMBIA
860
Allen Mooney & Barnes Investment Advisors
Georgia
$576K -$28.8K -288 -5%
KP
861
Keel Point
Alabama
$575K +$32.8K +328 +6%
FFC
862
First Financial Corp
Indiana
$573K
PB
863
Pinnacle Bancorp
Nebraska
$572K -$3.1K -31 -0.5%
NL
864
NWAM LLC
Washington
$569K -$431K -4,317 -42%
Betterment LLC
865
Betterment LLC
New York
$563K -$30.5K -305 -5%
FDCDDQ
866
Federation des caisses Desjardins du Quebec
Quebec, Canada
$559K +$49.3K +494 +9%
4WM
867
49 Wealth Management
Texas
$557K +$94K +941 +20%
HCM
868
Hollencrest Capital Management
California
$557K -$49.8K -499 -8%
CW
869
Cedarwood Wealth
Colorado
$555K
SWA
870
SFMG Wealth Advisors
Texas
$555K +$6.99K +70 +1%
PAM
871
Palisade Asset Management
Minnesota
$554K +$100 +1 +0%
AFG
872
Allegheny Financial Group
Pennsylvania
$554K +$123K +1,228 +27%
DAS
873
Dynamic Advisor Solutions
Arizona
$552K +$53.5K +536 +10%
USB
874
Union Savings Bank
Connecticut
$549K
HCA
875
Harbour Capital Advisors
Virginia
$546K