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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
RTC
1101
Riverview Trust Company
Washington
$309K
CBOR
1102
Community Bank of Raymore
Missouri
$309K
MLRA
1103
Main Line Retirement Advisors
Montana
$304K
FAM
1104
Formidable Asset Management
Ohio
$303K
EA
1105
Emerald Advisors
Washington
$303K
ATC
1106
Adirondack Trust Company
New York
$303K
IDBONY
1107
Israel Discount Bank of New York
New York
$303K
PI
1108
Pettee Investors
Connecticut
$303K
NCM
1109
NCM Capital Management
New Jersey
$303K
FFG
1110
Frisch Financial Group
New York
$302K
TCTWM
1111
Three Cord True Wealth Management
Pennsylvania
$302K
AIA
1112
Arbor Investment Advisors
North Carolina
$301K
MHIC
1113
Marble Harbor Investment Counsel
Massachusetts
$301K
HCP
1114
Holt Capital Partners
Texas
$300K
RFWA
1115
RPg Family Wealth Advisory
Massachusetts
$298K
WCG
1116
Weaver Consulting Group
California
$297K
Members Trust
1117
Members Trust
Florida
$297K
MSWA
1118
Marshall & Sterling Wealth Advisors
New York
$296K
AIS
1119
Accredited Investor Services
Minnesota
$295K
1IA
1120
1834 Investment Advisors
Wisconsin
$294K
IA
1121
Integrity Alliance
Iowa
$294K
UIA
1122
Ulland Investment Advisors
Minnesota
$294K
OE
1123
OFS Enterprise
Nebraska
$294K
TA
1124
TPG Advisors
Illinois
$294K
TPWA
1125
Twin Peaks Wealth Advisors
California
$294K