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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
18.63%
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
HPC
1051
HM Payson & Co
Maine
$361K
WW
1052
Waterfront Wealth
Kansas
$361K -$17.3K -173 -4%
Invesco
1053
Invesco
Georgia
$360K +$370K +3,704 New
GIPW
1054
Granite Islands Private Wealth
Connecticut
$359K -$7.89K -79 -2%
RMC
1055
Resources Management Corp
Connecticut
$355K
LIA
1056
LBMC Investment Advisors
Tennessee
$355K
PCH
1057
PGIM Custom Harvest
New Jersey
$354K +$80K +801 +28%
DWAM
1058
Duncan Williams Asset Management
Tennessee
$352K -$30K -300 -8%
TAM
1059
Townsend Asset Management
North Carolina
$352K +$100 +1 +0%
KJWM
1060
Kiley Juergens Wealth Management
Washington
$351K +$360K +3,606 New
AFTS
1061
American Financial & Tax Strategies
New York
$350K
CWM
1062
Curtis Wealth Management
Nevada
$350K
PCM
1063
Poehling Capital Management
Wisconsin
$349K -$16.3K -163 -4%
7WCP
1064
71 West Capital Partners
Massachusetts
$348K +$358K +3,580 New
CA
1065
Crewe Advisors
Utah
$345K
BZWA
1066
Blue Zone Wealth Advisors
California
$344K -$55.7K -558 -14%
TDWM
1067
Topel & Distasi Wealth Management
California
$343K -$1.5K -15 -0.4%
BGAI
1068
Bruce G. Allen Investments
Colorado
$343K +$899 +9 +0.3%
ST
1069
Spinnaker Trust
Maine
$343K
BWP
1070
Bernardo Wealth Planning
Pennsylvania
$342K
YIH
1071
Y-Intercept (HK)
Hong Kong
$342K +$351K +3,515 New
SCA
1072
Sandy Cove Advisors
Massachusetts
$341K +$200 +2 +0.1%
IWP
1073
Integrity Wealth Partners
California
$340K +$350K +3,500 New
VAI
1074
Vanguard Advisers Inc
Pennsylvania
$340K +$349K +3,493 New
TW
1075
Towerpoint Wealth
California
$338K +$9.39K +94 +3%