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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
EIA
851
Edgemoor Investment Advisors
Maryland
$579K
RCM
852
Richardson Capital Management
Wisconsin
$579K
IMC Chicago
853
IMC Chicago
Illinois
$579K
AMBIA
854
Allen Mooney & Barnes Investment Advisors
Georgia
$576K
FFC
855
First Financial Corp
Indiana
$573K
PB
856
Pinnacle Bancorp
Nebraska
$572K
NL
857
NWAM LLC
Washington
$569K
Betterment LLC
858
Betterment LLC
New York
$563K
FDCDDQ
859
Federation des caisses Desjardins du Quebec
Quebec, Canada
$559K
4WM
860
49 Wealth Management
Texas
$557K
HCM
861
Hollencrest Capital Management
California
$557K
CW
862
Cedarwood Wealth
Colorado
$555K
SWA
863
SFMG Wealth Advisors
Texas
$555K
PAM
864
Palisade Asset Management
Minnesota
$554K
AFG
865
Allegheny Financial Group
Pennsylvania
$554K
DAS
866
Dynamic Advisor Solutions
Arizona
$552K
USB
867
Union Savings Bank
Connecticut
$549K
HCA
868
Harbour Capital Advisors
Virginia
$546K
MIM
869
Macroview Investment Management
Maryland
$544K
IF
870
Intrua Financial
Texas
$543K
AFP
871
Alpha Financial Partners
Kentucky
$542K
WP
872
Westmount Partners
California
$542K
BFA
873
Ballast Financial Advisors
Pennsylvania
$541K
VEM
874
Vann Equity Management
Texas
$540K
ET
875
Equitable Trust
Tennessee
$538K