IWR icon

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
EA
1076
Enclave Advisors
Texas
$327K
RWP
1077
Revolve Wealth Partners
New Jersey
$327K
BFO
1078
Biltmore Family Office
North Carolina
$325K
KA
1079
Kure Advisory
Minnesota
$324K
WS
1080
Wedbush Securities
California
$324K
OS
1081
Objectivity Squared
South Carolina
$323K
HCM
1082
Howland Capital Management
Massachusetts
$322K
SWGC
1083
Summit Wealth Group (Colorado)
Colorado
$322K
AWMNH
1084
Arcadia Wealth Management (New Hampshire)
New Hampshire
$321K
GIA
1085
Guyasuta Investment Advisors
Pennsylvania
$321K
SFMG
1086
Sage Financial Management Group
Virginia
$320K
ABWM
1087
Alpine Bank Wealth Management
Colorado
$319K
LWMM
1088
Legacy Wealth Management (Mississippi)
Mississippi
$319K
JBW
1089
Journey Beyond Wealth
Georgia
$319K
MIC
1090
Meridian Investment Counsel
California
$318K
SFC
1091
Strategic Financial Concepts
Texas
$318K
AWAG
1092
ARS Wealth Advisors Group
Florida
$317K
GIA
1093
GHP Investment Advisors
Colorado
$317K
BCMLT
1094
Beacon Capital Management LLC (Tennessee)
Tennessee
$316K
GOCP
1095
Great Oak Capital Partners
Massachusetts
$314K
DA
1096
Detalus Advisors
Missouri
$313K
GFA
1097
Godfrey Financial Associates
New York
$312K
FFA
1098
Founders Financial Alliance
North Carolina
$311K
VDI
1099
Vaughan David Investments
Illinois
$311K
MA
1100
Mutual Advisors
Nebraska
$311K