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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
HCM
976
HMS Capital Management
Tennessee
$427K
National Bank of Canada
977
National Bank of Canada
Quebec, Canada
$427K
MAM
978
MWA Asset Management
Massachusetts
$425K
AA
979
Advisory Alpha
Michigan
$424K
OPF
980
Old Peak Finance
North Carolina
$423K
BWA
981
Blodgett Wealth Advisors
California
$423K
TAFW
982
Tred Avon Family Wealth
Maryland
$421K
SFG
983
Synergy Financial Group
California
$421K
TI
984
Truepoint Inc
Ohio
$419K
MIAS
985
Mason Investment Advisory Services
Virginia
$417K
WP
986
WealthShield Partners
North Carolina
$416K
PL
987
Protective Life
Alabama
$416K
BAAM
988
Baker Avenue Asset Management
California
$415K
MFP
989
Meramec Financial Planners
Missouri
$413K
MIM
990
MTM Investment Management
South Carolina
$411K
BWA
991
BlueChip Wealth Advisors
Georgia
$410K
NIM
992
Northeast Investment Management
Massachusetts
$409K
NRI
993
NFP Retirement Inc
California
$409K
TGAM
994
TBH Global Asset Management
Tennessee
$408K
WCM
995
Whitener Capital Management
North Carolina
$406K
ST
996
Sentinel Trust
Texas
$405K
KCPG
997
Kavar Capital Partners Group
Kansas
$404K
MFG
998
Magnus Financial Group
New York
$402K
IWMA
999
Ironwood Wealth Management (Arizona)
Arizona
$400K
AF
1000
Arrow Financial
New York
$396K