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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 102 funds opening new positions, 459 increasing their positions, 533 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

31% more first-time investments, than exits

New positions opened: 102 | 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)

0% less funds holding

Funds holding: 1,5191,512 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,512
Holders Change
-7
Holders Change %
-0.46%
% 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
102
Increased
459
Reduced
533
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
Members Trust
1126
Members Trust
Florida
$297K -$4.7K -47 -2%
MSWA
1127
Marshall & Sterling Wealth Advisors
New York
$296K
AIS
1128
Accredited Investor Services
Minnesota
$295K +$53.1K +532 +21%
1IA
1129
1834 Investment Advisors
Wisconsin
$294K
IA
1130
Integrity Alliance
Iowa
$294K -$112K -1,118 -27%
UIA
1131
Ulland Investment Advisors
Minnesota
$294K
OE
1132
OFS Enterprise
Nebraska
$294K +$302K +3,021 New
TA
1133
TPG Advisors
Illinois
$294K
TPWA
1134
Twin Peaks Wealth Advisors
California
$294K +$37.1K +371 +14%
GFA
1135
Gallagher Fiduciary Advisors
Illinois
$293K -$58.8K -589 -16%
EA
1136
Eclectic Associates
California
$292K -$38K -380 -11%
DFA
1137
DHJJ Financial Advisors
Illinois
$292K
THL
1138
Tillman Hartley LLC
Colorado
$292K
FCIM
1139
Fairview Capital Investment Management
California
$291K +$299K +2,997 New
RA
1140
RFG Advisory
Alabama
$291K -$55.7K -558 -16%
PF
1141
PlanWiser Financial
Colorado
$291K -$12.2K -122 -4%
First Manhattan
1142
First Manhattan
New York
$291K -$13.1K -131 -4%
GWM
1143
GSB Wealth Management
Connecticut
$289K
GGS
1144
Galvin Gaustad & Stein
Arizona
$288K
T
1145
Tableaux
Massachusetts
$288K
PFA
1146
Pure Financial Advisors
California
$288K -$64.4K -645 -18%
MWM
1147
Moran Wealth Management
Florida
$287K +$295K +2,952 New
ORC
1148
O'Rourke & Company
Massachusetts
$287K -$96.4K -965 -25%
RHP
1149
Royal Harbor Partners
Texas
$287K
FBT
1150
First Bank & Trust
South Dakota
$286K