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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 102 funds opening new positions, 459 increasing their positions, 533 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

31% more first-time investments, than exits

New positions opened: 102 | 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)

0% less funds holding

Funds holding: 1,5191,512 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,512
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
18.63%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
102
Increased
459
Reduced
533
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
SI
76
Stephens Inc
Arkansas
$40.8M -$601K -6,021 -1%
M&T Bank
77
M&T Bank
New York
$40.1M -$1.08M -10,776 -3%
WSFS
78
Wilmington Savings Fund Society
Delaware
$39.9M +$6.31M +63,132 +18%
UBS AM
79
UBS AM
Illinois
$36.5M +$33.7M +337,804 +887%
Brown Advisory
80
Brown Advisory
Maryland
$36.3M +$275K +2,754 +0.7%
LEA
81
Legacy Edge Advisors
New York
$35.9M +$3.82M +38,250 +12%
CIG
82
Consolidated Investment Group
Colorado
$35.2M +$3.89M +38,960 +12%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$34.7M -$280K -2,807 -0.8%
BlackRock
84
BlackRock
New York
$33.8M -$4.82M -48,266 -12%
GC
85
Gilbert & Cook
Iowa
$33.6M -$748K -7,489 -2%
CT
86
Coastline Trust
Rhode Island
$33M -$573K -5,741 -2%
AWM
87
AE Wealth Management
Kansas
$32.2M +$2.31M +23,163 +8%
TIAA Trust, National Association
88
TIAA Trust, National Association
North Carolina
$32M -$289M -2,888,904 -90%
DADC
89
D.A. Davidson & Co
Montana
$31.2M -$291K -2,910 -0.9%
DWM
90
Dakota Wealth Management
Florida
$31.1M -$5.06M -50,664 -14%
BPA
91
Beacon Pointe Advisors
California
$30.9M +$5.27M +52,793 +20%
MA
92
MCF Advisors
Kentucky
$30.9M +$30.8M +307,867 +3,266%
RFC
93
Regions Financial Corp
Alabama
$30.8M +$1.73M +17,285 +6%
RSWM
94
Robertson Stephens Wealth Management
California
$30.7M +$12.4M +124,174 +65%
KAS
95
Kestra Advisory Services
Texas
$30.4M +$5.88M +58,854 +23%
MML Investors Services
96
MML Investors Services
Massachusetts
$29.5M -$2.01M -20,142 -6%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$29.2M -$1.87M -18,760 -6%
Stifel Financial
98
Stifel Financial
Missouri
$29.1M -$1.86M -18,640 -6%
HFS
99
Hantz Financial Services
Michigan
$27.7M +$1.94M +19,382 +7%
CCM
100
Coldstream Capital Management
Washington
$27.5M -$4.29K -43 -0%