We are live on ! Find out more
IWR icon

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
AWAG
1101
ARS Wealth Advisors Group
Florida
$317K +$100 +1 +0%
GIA
1102
GHP Investment Advisors
Colorado
$317K +$3K +30 +0.9%
BCMLT
1103
Beacon Capital Management LLC (Tennessee)
Tennessee
$316K +$48.3K +484 +18%
GOCP
1104
Great Oak Capital Partners
Massachusetts
$314K +$799 +8 +0.3%
DA
1105
Detalus Advisors
Missouri
$313K +$100 +1 +0%
GFA
1106
Godfrey Financial Associates
New York
$312K
FFA
1107
Founders Financial Alliance
North Carolina
$311K +$72.3K +724 +29%
VDI
1108
Vaughan David Investments
Illinois
$311K
MA
1109
Mutual Advisors
Nebraska
$311K -$136K -1,361 -30%
RTC
1110
Riverview Trust Company
Washington
$309K
CBOR
1111
Community Bank of Raymore
Missouri
$309K -$89.9K -900 -22%
MLRA
1112
Main Line Retirement Advisors
Montana
$304K +$799 +8 +0.3%
FAM
1113
Formidable Asset Management
Ohio
$303K -$999 -10 -0.3%
EA
1114
Emerald Advisors
Washington
$303K
ATC
1115
Adirondack Trust Company
New York
$303K +$21.7K +217 +7%
IDBONY
1116
Israel Discount Bank of New York
New York
$303K +$18.9K +189 +6%
PI
1117
Pettee Investors
Connecticut
$303K
NCM
1118
NCM Capital Management
New Jersey
$303K -$164K -1,640 -35%
FFG
1119
Frisch Financial Group
New York
$302K +$65.8K +659 +27%
TCTWM
1120
Three Cord True Wealth Management
Pennsylvania
$302K
AIA
1121
Arbor Investment Advisors
North Carolina
$301K
MHIC
1122
Marble Harbor Investment Counsel
Massachusetts
$301K
HCP
1123
Holt Capital Partners
Texas
$300K
RFWA
1124
RPg Family Wealth Advisory
Massachusetts
$298K +$306K +3,062 New
WCG
1125
Weaver Consulting Group
California
$297K