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iShares Russell Mid-Cap ETF

1,511 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, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
DWM
901
Ducere Wealth Management
California
$515K
HVP
902
Hudson Value Partners
Florida
$513K
FAI
903
Fiduciary Advisors Inc
Missouri
$513K
M1FG
904
Mach-1 Financial Group
Arkansas
$512K
GKIM
905
GW&K Investment Management
Massachusetts
$509K
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
AWG
910
Altus Wealth Group
Colorado
$503K
CAG
911
Crestwood Advisors Group
Massachusetts
$501K
TWA
912
TCI Wealth Advisors
Arizona
$501K
FVWA
913
Foster Victor Wealth Advisors
South Carolina
$501K
I
914
INVST
Indiana
$499K
DFC
915
DBK Financial Counsel
Ohio
$496K
WMA
916
William Mack & Associates
Michigan
$495K
AMCA
917
Arthur M. Cohen & Associates
Illinois
$495K
LI
918
LMCG Investments
Massachusetts
$494K
NHT
919
New Hampshire Trust
New Hampshire
$493K
BPWM
920
BCS Private Wealth Management
New Jersey
$491K
WDG
921
Wealth Dimensions Group
Ohio
$490K
PNC
922
Park National Corp
Ohio
$490K
WC
923
Weil Company
California
$490K
FPCG
924
Forum Private Client Group
Indiana
$489K
CNTOF
925
Canandaigua National Trust of Florida
New York
$489K