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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
RFA
926
Register Financial Advisors
Georgia
$486K +$20.4K +204 +4%
KPWG
927
KFA Private Wealth Group
Virginia
$485K -$3.1K -31 -0.6%
VR
928
Valued Retirements
Texas
$485K
EWA
929
Exencial Wealth Advisors
Oklahoma
$485K +$200 +2 +0%
JIC
930
Joel Isaacson & Co
New York
$483K
MCI
931
MRP Capital Investments
Georgia
$483K +$62.4K +625 +14%
SA
932
Sonoma Allocations
California
$483K
BBL
933
Beck Bode LLC
Massachusetts
$483K +$1.3K +13 +0.3%
QCM
934
QRG Capital Management
Illinois
$483K -$322K -3,219 -39%
CWM
935
Castle Wealth Management
Florida
$482K
BI
936
Breachway Investments
Rhode Island
$479K +$23K +230 +5%
HAG
937
HighPoint Advisor Group
Illinois
$479K -$17.7K -177 -3%
NWM
938
Nolet Wealth Management
Texas
$477K -$27.5K -275 -5%
SEIA
939
Signature Estate & Investment Advisors
California
$474K -$10.3K -103 -2%
JPG
940
Jordan Park Group
California
$473K -$886K -8,874 -65%
WCM
941
Windsor Capital Management
Arizona
$473K +$4.29K +43 +0.9%
FPW
942
Flagship Private Wealth
Massachusetts
$472K +$20.1K +201 +4%
JFG
943
Jefferies Financial Group
New York
$472K +$11.7K +117 +2%
AF
944
Advisornet Financial
Minnesota
$472K +$25.4K +254 +6%
MCM
945
M1 Capital Management
Michigan
$469K
CT
946
Colonial Trust
South Carolina
$469K
CI
947
Clal Insurance
Israel
$467K
LKBC
948
L.K. Benson & Company
Maryland
$465K
SWM
949
SHP Wealth Management
Massachusetts
$463K -$128K -1,285 -21%
FHA
950
Flagship Harbor Advisors
Massachusetts
$462K -$47K -471 -9%