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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
MIM
876
Macroview Investment Management
Maryland
$544K -$599 -6 -0.1%
IF
877
Intrua Financial
Texas
$543K -$66.8K -669 -11%
AFP
878
Alpha Financial Partners
Kentucky
$542K -$19.6K -196 -3%
WP
879
Westmount Partners
California
$542K -$13.3K -133 -2%
BFA
880
Ballast Financial Advisors
Pennsylvania
$541K +$55K +551 +11%
VEM
881
Vann Equity Management
Texas
$540K +$554K +5,550 New
ET
882
Equitable Trust
Tennessee
$538K
FDCP
883
Foster Dykema Cabot & Partners
Massachusetts
$536K -$84.1K -842 -13%
TFM
884
TFC Financial Management
Massachusetts
$534K -$11K -110 -2%
SL
885
Salomon & Ludwin
Virginia
$533K
FCM
886
Fourpath Capital Management
Oklahoma
$531K
CSC
887
Caldwell Sutter Capital
California
$531K
TFGT
888
TS Financial Group (TSFG)
Illinois
$530K
WRPWM
889
Werba Rubin Papier Wealth Management
California
$529K +$200 +2 +0%
MPCL
890
My Personal CFO LLC
Washington
$526K -$31.6K -316 -6%
TGIA
891
Torrey Growth & Income Advisors
California
$524K +$599 +6 +0.1%
NP
892
Nilsine Partners
Colorado
$523K -$23.4K -234 -4%
FNBTCON
893
First National Bank & Trust Co of Newtown
Pennsylvania
$520K
AWA
894
Arbor Wealth Advisors
Michigan
$519K
LSPW
895
Lake Street Private Wealth
Illinois
$518K +$47.9K +480 +10%
SCP
896
Stevens Capital Partners
Nebraska
$517K +$1.3K +13 +0.2%
First Trust Advisors
897
First Trust Advisors
Illinois
$517K +$1.3K +13 +0.2%
EWA
898
Encompass Wealth Advisors
Oregon
$516K
EFG
899
Everhart Financial Group
Ohio
$516K +$24K +240 +5%
UCB
900
United Community Bank
South Carolina
$516K