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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
DWM
901
Ducere Wealth Management
California
$515K -$25.6K -256 -5%
HVP
902
Hudson Value Partners
Florida
$513K
FAI
903
Fiduciary Advisors Inc
Missouri
$513K -$3K -30 -0.6%
M1FG
904
Mach-1 Financial Group
Arkansas
$512K +$28.7K +287 +6%
GKIM
905
GW&K Investment Management
Massachusetts
$509K -$14.8K -148 -3%
CTA
906
Colonial Trust Advisors
South Carolina
$509K
TCP
907
TMB Capital Partners
Arkansas
$507K
JPWM
908
Jamison Private Wealth Management
Georgia
$506K
RhumbLine Advisers
909
RhumbLine Advisers
Massachusetts
$506K -$2.87M -28,768 -85%
AWG
910
Altus Wealth Group
Colorado
$503K -$7.39K -74 -1%
CAG
911
Crestwood Advisors Group
Massachusetts
$501K -$80.1K -802 -13%
TWA
912
TCI Wealth Advisors
Arizona
$501K -$12.3K -123 -2%
FVWA
913
Foster Victor Wealth Advisors
South Carolina
$501K +$488K +4,887 New
I
914
INVST
Indiana
$499K +$165K +1,650 +47%
DFC
915
DBK Financial Counsel
Ohio
$496K
WMA
916
William Mack & Associates
Michigan
$495K +$1.3K +13 +0.3%
AMCA
917
Arthur M. Cohen & Associates
Illinois
$495K +$699 +7 +0.1%
LI
918
LMCG Investments
Massachusetts
$494K -$4.89K -49 -1%
NHT
919
New Hampshire Trust
New Hampshire
$493K
BPWM
920
BCS Private Wealth Management
New Jersey
$491K
WDG
921
Wealth Dimensions Group
Ohio
$490K -$147K -1,472 -23%
PNC
922
Park National Corp
Ohio
$490K
WC
923
Weil Company
California
$490K
FPCG
924
Forum Private Client Group
Indiana
$489K -$55K -551 -10%
CNTOF
925
Canandaigua National Trust of Florida
New York
$489K