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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
PPW
1026
PACK Private Wealth
Minnesota
$372K
SWM
1027
Steinberganna Wealth Management
New York
$370K
HA
1028
Herold Advisors
New York
$369K
VFG
1029
V2 Financial group
Illinois
$369K
OFS
1030
OneAscent Financial Services
Alabama
$369K
AFA
1031
Antonelli Financial Advisors
Michigan
$369K
MWA
1032
Madson Wealth Advisors
California
$368K
EWM
1033
Evermay Wealth Management
Virginia
$368K
CAM
1034
CPA Asset Management
Florida
$367K
CFS
1035
CRA Financial Services
New Jersey
$367K
SAS
1036
Stelac Advisory Services
New York
$365K
AEPWM
1037
Atlantic Edge Private Wealth Management
Florida
$364K
CST
1038
Charles Schwab Trust
Nevada
$364K
RWM
1039
Rockwood Wealth Management
Pennsylvania
$364K
MMPW
1040
Mitchell McLeod Pugh & Williams
Alabama
$362K
GWM
1041
Goldenstone Wealth Management
California
$361K
HPC
1042
HM Payson & Co
Maine
$361K
WW
1043
Waterfront Wealth
Kansas
$361K
Invesco
1044
Invesco
Georgia
$360K
GIPW
1045
Granite Islands Private Wealth
Connecticut
$359K
RMC
1046
Resources Management Corp
Connecticut
$355K
LIA
1047
LBMC Investment Advisors
Tennessee
$355K
PCH
1048
PGIM Custom Harvest
New Jersey
$354K
DWAM
1049
Duncan Williams Asset Management
Tennessee
$352K
TAM
1050
Townsend Asset Management
North Carolina
$352K