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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
LFS
1001
Lutz Financial Services
Nebraska
$395K
PWA
1002
Phoenix Wealth Advisors
North Carolina
$392K
RWA
1003
Redhawk Wealth Advisors
Minnesota
$389K
JAWA
1004
John A. Wolfe & Associates
Michigan
$389K
RCM
1005
Regency Capital Management
Hawaii
$389K
GWM
1006
Gilpin Wealth Management
Colorado
$389K
RW
1007
REDW Wealth
New Mexico
$389K
BB
1008
Bell Bank
North Dakota
$388K
CCT
1009
Capital City Trust
Florida
$386K
TFA
1010
Tobias Financial Advisors
Florida
$386K
PWA
1011
Prairie Wealth Advisors
Nebraska
$385K
SAS
1012
SMI Advisory Services
Indiana
$385K
Fisher Asset Management
1013
Fisher Asset Management
Washington
$381K
OHWP
1014
Oak Harbor Wealth Partners
North Carolina
$380K
FNA
1015
First National Advisers
Nebraska
$379K
GPA
1016
Guidance Point Advisors
Massachusetts
$379K
MFA
1017
McClarren Financial Advisors
Pennsylvania
$378K
AL
1018
ADE LLC
Maryland
$378K
TWM
1019
Tanager Wealth Management
United Kingdom
$378K
LFA
1020
Legacy Financial Advisors
Kentucky
$378K
CA
1021
Commerce Advisors
Tennessee
$376K
UAG
1022
United Advisor Group
Ohio
$376K
VNA
1023
Valley National Advisers
Pennsylvania
$376K
CCM
1024
Colorado Capital Management
Colorado
$375K
ACA
1025
Affinity Capital Advisors
California
$375K