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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
NRI
1001
NFP Retirement Inc
California
$409K -$12.6K -126 -3%
TGAM
1002
TBH Global Asset Management
Tennessee
$408K +$419K +4,199 New
WCM
1003
Whitener Capital Management
North Carolina
$406K +$417K +4,172 New
ST
1004
Sentinel Trust
Texas
$405K
KCPG
1005
Kavar Capital Partners Group
Kansas
$404K
MFG
1006
Magnus Financial Group
New York
$402K +$999 +10 +0.2%
IWMA
1007
Ironwood Wealth Management (Arizona)
Arizona
$400K
AF
1008
Arrow Financial
New York
$396K
LFS
1009
Lutz Financial Services
Nebraska
$395K
SWM
1010
Steelhead Wealth Management
Virginia
$392K +$403K +4,032 New
PWA
1011
Phoenix Wealth Advisors
North Carolina
$392K +$2.7K +27 +0.7%
RWA
1012
Redhawk Wealth Advisors
Minnesota
$389K +$899 +9 +0.2%
GWM
1013
Gilpin Wealth Management
Colorado
$389K
JAWA
1014
John A. Wolfe & Associates
Michigan
$389K
RW
1015
REDW Wealth
New Mexico
$389K
RCM
1016
Regency Capital Management
Hawaii
$389K
BB
1017
Bell Bank
North Dakota
$388K -$63K -631 -14%
CCT
1018
Capital City Trust
Florida
$386K -$24.3K -243 -6%
TFA
1019
Tobias Financial Advisors
Florida
$386K +$5.19K +52 +1%
PWA
1020
Prairie Wealth Advisors
Nebraska
$385K
SAS
1021
SMI Advisory Services
Indiana
$385K -$126K -1,262 -24%
Fisher Asset Management
1022
Fisher Asset Management
Washington
$381K +$18.9K +189 +5%
OHWP
1023
Oak Harbor Wealth Partners
North Carolina
$380K
FNA
1024
First National Advisers
Nebraska
$379K
GPA
1025
Guidance Point Advisors
Massachusetts
$379K +$100 +1 +0%