We are live on ! Find out more
IWR icon

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
I
951
InvesTrust
Oklahoma
$461K
GSWM
952
Golden State Wealth Management
California
$459K -$8.69K -87 -2%
RFA
953
Resurgent Financial Advisors
Georgia
$459K +$4.7K +47 +1%
HFP
954
Holistic Financial Partners
Indiana
$458K
SP
955
Stonebrook Private
Michigan
$458K
FMTCOCP
956
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$457K
PWM
957
Praetorian Wealth Management
California
$456K
VC
958
Veracity Capital
Georgia
$453K -$194K -1,938 -29%
BFM
959
Broadview Financial Management
Wisconsin
$453K +$1.2K +12 +0.3%
EPW
960
Evolve Private Wealth
California
$449K +$80.9K +810 +21%
LWMNY
961
Landmark Wealth Management (New York)
New York
$447K +$69.7K +698 +18%
PPW
962
Parcion Private Wealth
Washington
$445K
T
963
TrustBank
Illinois
$445K -$2.5K -25 -0.5%
MOS
964
MGO One Seven
Ohio
$445K -$20.1K -201 -4%
CKAIS
965
Christensen King & Associates Investment Services
Washington
$445K -$37.1K -371 -8%
LIA
966
Lynx Investment Advisory
District of Columbia
$444K +$100 +1 +0%
AC
967
Allstate Corporation
Illinois
$442K +$140K +1,400 +44%
BHC
968
Bull Harbor Capital
Maryland
$442K +$454K +4,542 New
PL
969
Plancorp LLC
Missouri
$441K
KWMG
970
King Wealth Management Group
Florida
$439K
FCA
971
Fortis Capital Advisors
Kansas
$438K
TC
972
Trust Company
Kansas
$436K -$51.5K -516 -10%
SWA
973
Sax Wealth Advisors
New Jersey
$435K
HWM
974
Hohimer Wealth Management
Washington
$433K
VFG
975
Victory Financial Group
Texas
$432K -$24.1K -241 -5%