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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
BFM
951
Broadview Financial Management
Wisconsin
$453K
EPW
952
Evolve Private Wealth
California
$449K
LWMNY
953
Landmark Wealth Management (New York)
New York
$447K
PPW
954
Parcion Private Wealth
Washington
$445K
T
955
TrustBank
Illinois
$445K
MOS
956
MGO One Seven
Ohio
$445K
CKAIS
957
Christensen King & Associates Investment Services
Washington
$445K
LIA
958
Lynx Investment Advisory
District of Columbia
$444K
AC
959
Allstate Corporation
Illinois
$442K
BHCL
960
Bull Harbor Capital LLC
Maryland
$442K
PL
961
Plancorp LLC
Missouri
$441K
KWMG
962
King Wealth Management Group
Florida
$439K
FCA
963
Fortis Capital Advisors
Kansas
$438K
TC
964
Trust Company
Kansas
$436K
SWA
965
Sax Wealth Advisors
New Jersey
$435K
HWM
966
Hohimer Wealth Management
Washington
$433K
VFG
967
Victory Financial Group
Texas
$432K
BA
968
Bridgewater Advisors
New York
$432K
BTD
969
BankPlus Trust Department
Mississippi
$431K
CIBC World Market
970
CIBC World Market
Ontario, Canada
$431K
JJBC
971
James J. Burns & Company
New York
$430K
BFG
972
Bouchey Financial Group
New York
$430K
VPIM
973
Vanguard Personalized Indexing Management
California
$430K
GAA
974
Guardian Asset Advisors
Pennsylvania
$428K
IWA
975
Invera Wealth Advisors
Oregon
$428K