IWR icon

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
FDCP
876
Foster Dykema Cabot & Partners
Massachusetts
$536K
TFM
877
TFC Financial Management
Massachusetts
$534K
SL
878
Salomon & Ludwin
Virginia
$533K
FCM
879
Fourpath Capital Management
Oklahoma
$531K
CSC
880
Caldwell Sutter Capital
California
$531K
TFGT
881
TS Financial Group (TSFG)
Illinois
$530K
WRPWM
882
Werba Rubin Papier Wealth Management
California
$529K
MPCL
883
My Personal CFO LLC
Washington
$526K
TGIA
884
Torrey Growth & Income Advisors
California
$524K
NP
885
Nilsine Partners
Colorado
$523K
FNBTCON
886
First National Bank & Trust Co of Newtown
Pennsylvania
$520K
AWA
887
Arbor Wealth Advisors
Michigan
$519K
LSPW
888
Lake Street Private Wealth
Illinois
$518K
SCP
889
Stevens Capital Partners
Nebraska
$517K
First Trust Advisors
890
First Trust Advisors
Illinois
$517K
EWA
891
Encompass Wealth Advisors
Oregon
$516K
EFG
892
Everhart Financial Group
Ohio
$516K
UCB
893
United Community Bank
South Carolina
$516K
DWM
894
Ducere Wealth Management
California
$515K
HVP
895
Hudson Value Partners
Florida
$513K
FAI
896
Fiduciary Advisors Inc
Missouri
$513K
M1FG
897
Mach-1 Financial Group
Arkansas
$512K
GKIM
898
GW&K Investment Management
Massachusetts
$509K
CTA
899
Colonial Trust Advisors
South Carolina
$509K
TCP
900
TMB Capital Partners
Arkansas
$507K