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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
HPC
1051
HM Payson & Co
Maine
$361K
WW
1052
Waterfront Wealth
Kansas
$361K
Invesco
1053
Invesco
Georgia
$360K
GIPW
1054
Granite Islands Private Wealth
Connecticut
$359K
RMC
1055
Resources Management Corp
Connecticut
$355K
LIA
1056
LBMC Investment Advisors
Tennessee
$355K
PCH
1057
PGIM Custom Harvest
New Jersey
$354K
DWAM
1058
Duncan Williams Asset Management
Tennessee
$352K
TAM
1059
Townsend Asset Management
North Carolina
$352K
KJWM
1060
Kiley Juergens Wealth Management
Washington
$351K
AFTS
1061
American Financial & Tax Strategies
New York
$350K
CWM
1062
Curtis Wealth Management
Nevada
$350K
PCM
1063
Poehling Capital Management
Wisconsin
$349K
7WCP
1064
71 West Capital Partners
Massachusetts
$348K
CA
1065
Crewe Advisors
Utah
$345K
BZWA
1066
Blue Zone Wealth Advisors
California
$344K
TDWM
1067
Topel & Distasi Wealth Management
California
$343K
BGAI
1068
Bruce G. Allen Investments
Colorado
$343K
ST
1069
Spinnaker Trust
Maine
$343K
BWP
1070
Bernardo Wealth Planning
Pennsylvania
$342K
YIH
1071
Y-Intercept (HK)
Hong Kong
$342K
SCA
1072
Sandy Cove Advisors
Massachusetts
$341K
IWP
1073
Integrity Wealth Partners
California
$340K
VAI
1074
Vanguard Advisers Inc
Pennsylvania
$340K
TW
1075
Towerpoint Wealth
California
$338K