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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
BA
976
Bridgewater Advisors
New York
$432K
BTD
977
BankPlus Trust Department
Mississippi
$431K
CIBC World Market
978
CIBC World Market
Ontario, Canada
$431K +$176K +1,760 +66%
JJBC
979
James J. Burns & Company
New York
$430K +$200 +2 +0%
BFG
980
Bouchey Financial Group
New York
$430K -$200 -2 -0%
VPIM
981
Vanguard Personalized Indexing Management
California
$430K -$626K -6,271 -59%
GAA
982
Guardian Asset Advisors
Pennsylvania
$428K -$4.5K -45 -1%
IWA
983
Invera Wealth Advisors
Oregon
$428K
HCM
984
HMS Capital Management
Tennessee
$427K
National Bank of Canada
985
National Bank of Canada
Quebec, Canada
$427K
MAM
986
MWA Asset Management
Massachusetts
$425K -$16K -160 -4%
AA
987
Advisory Alpha
Michigan
$424K -$1.9K -19 -0.4%
OPF
988
Old Peak Finance
North Carolina
$423K
BWA
989
Blodgett Wealth Advisors
California
$423K
TAFW
990
Tred Avon Family Wealth
Maryland
$421K
SFG
991
Synergy Financial Group
California
$421K +$433K +4,331 New
TI
992
Truepoint Inc
Ohio
$419K
MIAS
993
Mason Investment Advisory Services
Virginia
$417K +$100 +1 +0%
WP
994
WealthShield Partners
North Carolina
$416K -$537K -5,377 -56%
PL
995
Protective Life
Alabama
$416K +$427K +4,275 New
BAAM
996
Baker Avenue Asset Management
California
$415K +$13K +130 +3%
MFP
997
Meramec Financial Planners
Missouri
$413K -$128K -1,279 -24%
MIM
998
MTM Investment Management
South Carolina
$411K +$100 +1 +0%
BWA
999
BlueChip Wealth Advisors
Georgia
$410K
NIM
1000
Northeast Investment Management
Massachusetts
$409K