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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
QCM
926
QRG Capital Management
Illinois
$483K
CWM
927
Castle Wealth Management
Florida
$482K
BI
928
Breachway Investments
Rhode Island
$479K
HAG
929
HighPoint Advisor Group
Illinois
$479K
NWM
930
Nolet Wealth Management
Texas
$477K
SEIA
931
Signature Estate & Investment Advisors
California
$474K
JPG
932
Jordan Park Group
California
$473K
WCM
933
Windsor Capital Management
Arizona
$473K
FPW
934
Flagship Private Wealth
Massachusetts
$472K
JFG
935
Jefferies Financial Group
New York
$472K
AF
936
Advisornet Financial
Minnesota
$472K
MCM
937
M1 Capital Management
Michigan
$469K
CT
938
Colonial Trust
South Carolina
$469K
CI
939
Clal Insurance
Israel
$467K
LKBC
940
L.K. Benson & Company
Maryland
$465K
SWM
941
SHP Wealth Management
Massachusetts
$463K
FHA
942
Flagship Harbor Advisors
Massachusetts
$462K
I
943
InvesTrust
Oklahoma
$461K
GSWM
944
Golden State Wealth Management
California
$459K
RFA
945
Resurgent Financial Advisors
Georgia
$459K
HFP
946
Holistic Financial Partners
Indiana
$458K
SP
947
Stonebrook Private
Michigan
$458K
FMTCOCP
948
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$457K
PWM
949
Praetorian Wealth Management
California
$456K
VC
950
Veracity Capital
Georgia
$453K