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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
18.62%
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
MAS
1076
Madden Advisory Services
Florida
$336K -$21.2K -212 -6%
GAG
1077
GM Advisory Group
New York
$334K -$1.09M -10,876 -76%
BC
1078
Burney Company
Virginia
$333K -$93.9K -940 -22%
JWM
1079
JGP Wealth Management
Oregon
$332K -$132K -1,318 -28%
DPI
1080
Diversified Portfolios Inc
Michigan
$331K +$40K +400 +13%
WCM
1081
Winthrop Capital Management
Indiana
$331K -$4.2K -42 -1%
APW
1082
Acima Private Wealth
Virginia
$331K
UBV
1083
United Bank (Virginia)
Virginia
$329K -$15.7K -157 -4%
WI
1084
Wedgewood Investors
Pennsylvania
$328K
EA
1085
Enclave Advisors
Texas
$327K +$200 +2 +0.1%
RWP
1086
Revolve Wealth Partners
New Jersey
$327K
BFO
1087
Biltmore Family Office
North Carolina
$325K
KA
1088
Kure Advisory
Minnesota
$324K
WS
1089
Wedbush Securities
California
$324K -$6.29K -63 -2%
OS
1090
Objectivity Squared
South Carolina
$323K +$899 +9 +0.3%
HCM
1091
Howland Capital Management
Massachusetts
$322K
SWGC
1092
Summit Wealth Group (Colorado)
Colorado
$322K +$331K +3,313 New
AWMNH
1093
Arcadia Wealth Management (New Hampshire)
New Hampshire
$321K +$110K +1,105 +50%
GIA
1094
Guyasuta Investment Advisors
Pennsylvania
$321K
SFMG
1095
Sage Financial Management Group
Virginia
$320K
ABWM
1096
Alpine Bank Wealth Management
Colorado
$319K
LWMM
1097
Legacy Wealth Management (Mississippi)
Mississippi
$319K +$400 +4 +0.1%
JBW
1098
Journey Beyond Wealth
Georgia
$319K -$17K -170 -5%
MIC
1099
Meridian Investment Counsel
California
$318K
SFC
1100
Strategic Financial Concepts
Texas
$318K +$326K +3,267 New