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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
AWAG
1101
ARS Wealth Advisors Group
Florida
$317K
GIA
1102
GHP Investment Advisors
Colorado
$317K
BCMLT
1103
Beacon Capital Management LLC (Tennessee)
Tennessee
$316K
GOCP
1104
Great Oak Capital Partners
Massachusetts
$314K
DA
1105
Detalus Advisors
Missouri
$313K
GFA
1106
Godfrey Financial Associates
New York
$312K
FFA
1107
Founders Financial Alliance
North Carolina
$311K
VDI
1108
Vaughan David Investments
Illinois
$311K
MA
1109
Mutual Advisors
Nebraska
$311K
RTC
1110
Riverview Trust Company
Washington
$309K
CBOR
1111
Community Bank of Raymore
Missouri
$309K
MLRA
1112
Main Line Retirement Advisors
Montana
$304K
FAM
1113
Formidable Asset Management
Ohio
$303K
EA
1114
Emerald Advisors
Washington
$303K
ATC
1115
Adirondack Trust Company
New York
$303K
IDBONY
1116
Israel Discount Bank of New York
New York
$303K
PI
1117
Pettee Investors
Connecticut
$303K
NCM
1118
NCM Capital Management
New Jersey
$303K
FFG
1119
Frisch Financial Group
New York
$302K
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
WCG
1125
Weaver Consulting Group
California
$297K