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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
JPWM
901
Jamison Private Wealth Management
Georgia
$506K
RhumbLine Advisers
902
RhumbLine Advisers
Massachusetts
$506K
AWG
903
Altus Wealth Group
Colorado
$503K
CAG
904
Crestwood Advisors Group
Massachusetts
$501K
TWA
905
TCI Wealth Advisors
Arizona
$501K
FVWA
906
Foster Victor Wealth Advisors
South Carolina
$501K
I
907
INVST
Indiana
$499K
WMA
908
William Mack & Associates
Michigan
$495K
AMCA
909
Arthur M. Cohen & Associates
Illinois
$495K
LI
910
LMCG Investments
Massachusetts
$494K
NHT
911
New Hampshire Trust
New Hampshire
$493K
BPWM
912
BCS Private Wealth Management
New Jersey
$491K
WDG
913
Wealth Dimensions Group
Ohio
$490K
PNC
914
Park National Corp
Ohio
$490K
WC
915
Weil Company
California
$490K
FPCG
916
Forum Private Client Group
Indiana
$489K
CNTOF
917
Canandaigua National Trust of Florida
New York
$489K
RFA
918
Register Financial Advisors
Georgia
$486K
KPWG
919
KFA Private Wealth Group
Virginia
$485K
VR
920
Valued Retirements
Texas
$485K
EWA
921
Exencial Wealth Advisors
Oklahoma
$485K
JIC
922
Joel Isaacson & Co
New York
$483K
MCI
923
MRP Capital Investments
Georgia
$483K
SA
924
Sonoma Allocations
California
$483K
BBL
925
Beck Bode LLC
Massachusetts
$483K