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iShares Russell Mid-Cap ETF

1,511 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, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
MFA
1026
McClarren Financial Advisors
Pennsylvania
$378K
AL
1027
ADE LLC
Maryland
$378K
TWM
1028
Tanager Wealth Management
United Kingdom
$378K
LFA
1029
Legacy Financial Advisors
Kentucky
$378K
CA
1030
Commerce Advisors
Tennessee
$376K
UAG
1031
United Advisor Group
Ohio
$376K
VNA
1032
Valley National Advisers
Pennsylvania
$376K
CCM
1033
Colorado Capital Management
Colorado
$375K
ACA
1034
Affinity Capital Advisors
California
$375K
PPW
1035
PACK Private Wealth
Minnesota
$372K
SWM
1036
Steinberganna Wealth Management
New York
$370K
HA
1037
Herold Advisors
New York
$369K
VFG
1038
V2 Financial group
Illinois
$369K
OFS
1039
OneAscent Financial Services
Alabama
$369K
AFA
1040
Antonelli Financial Advisors
Michigan
$369K
MWA
1041
Madson Wealth Advisors
California
$368K
EWM
1042
Evermay Wealth Management
Virginia
$368K
CAM
1043
CPA Asset Management
Florida
$367K
CFS
1044
CRA Financial Services
New Jersey
$367K
SAS
1045
Stelac Advisory Services
New York
$365K
AEPWM
1046
Atlantic Edge Private Wealth Management
Florida
$364K
CST
1047
Charles Schwab Trust
Nevada
$364K
RWM
1048
Rockwood Wealth Management
Pennsylvania
$364K
MMPW
1049
Mitchell McLeod Pugh & Williams
Alabama
$362K
GWM
1050
Goldenstone Wealth Management
California
$361K