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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
KJWM
1051
Kiley Juergens Wealth Management
Washington
$351K
AFTS
1052
American Financial & Tax Strategies
New York
$350K
CWM
1053
Curtis Wealth Management
Nevada
$350K
PCM
1054
Poehling Capital Management
Wisconsin
$349K
7WCP
1055
71 West Capital Partners
Massachusetts
$348K
CA
1056
Crewe Advisors
Utah
$345K
BZWA
1057
Blue Zone Wealth Advisors
California
$344K
TDWM
1058
Topel & Distasi Wealth Management
California
$343K
BGAI
1059
Bruce G. Allen Investments
Colorado
$343K
ST
1060
Spinnaker Trust
Maine
$343K
BWP
1061
Bernardo Wealth Planning
Pennsylvania
$342K
YIH
1062
Y-Intercept (HK)
Hong Kong
$342K
SCA
1063
Sandy Cove Advisors
Massachusetts
$341K
IWP
1064
Integrity Wealth Partners
California
$340K
VAI
1065
Vanguard Advisers Inc
Pennsylvania
$340K
TW
1066
Towerpoint Wealth
California
$338K
MAS
1067
Madden Advisory Services
Florida
$336K
GAG
1068
GM Advisory Group
New York
$334K
BC
1069
Burney Company
Virginia
$333K
JWM
1070
JGP Wealth Management
Oregon
$332K
DPI
1071
Diversified Portfolios Inc
Michigan
$331K
WCM
1072
Winthrop Capital Management
Indiana
$331K
APW
1073
Acima Private Wealth
Virginia
$331K
UBV
1074
United Bank (Virginia)
Virginia
$329K
WI
1075
Wedgewood Investors
Pennsylvania
$328K