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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
TW
1151
TritonPoint Wealth
Maryland
$285K +$20.1K +201 +7%
TC
1152
TAGStone Capital
North Carolina
$283K +$100 +1 +0%
PAW
1153
Plan A Wealth
Nebraska
$283K
CWA
1154
Crusonia Wealth Advisors
Colorado
$283K +$200 +2 +0.1%
CP
1155
Castleview Partners
Texas
$283K
B
1156
Bayban
Minnesota
$282K
CFG
1157
Clayton Financial Group
Missouri
$282K
AIA
1158
Accelerate Investment Advisors
California
$280K -$7.89K -79 -3%
APP
1159
Avantax Planning Partners
Iowa
$280K -$36.7K -367 -11%
FCB
1160
First County Bank
Connecticut
$280K
AF
1161
ASL Financial
California
$280K -$3.3K -33 -1%
LOWM
1162
Laurel Oak Wealth Management
New Jersey
$279K -$26.9K -269 -9%
PAM
1163
Peak Asset Management
Colorado
$279K
PWW
1164
Pettyjohn Wood & White
Virginia
$278K
FPN
1165
Financial Planning Navigators
Minnesota
$278K -$4.5K -45 -2%
PRS
1166
Pinkerton Retirement Specialists
Idaho
$277K
CPW
1167
Cove Private Wealth
New York
$277K +$284K +2,847 New
FRA
1168
Front Row Advisors
California
$277K +$15K +150 +6%
WCP
1169
Wick Capital Partners
Pennsylvania
$276K +$283K +2,835 New
FA
1170
Financial Alternatives
California
$275K -$98.4K -985 -26%
TWG
1171
The Wealth Group
Minnesota
$274K
BFS
1172
BridgePort Financial Solutions
Iowa
$273K -$45.8K -458 -14%
CG
1173
Cynosure Group
Utah
$273K -$313K -3,132 -52%
TM
1174
TigerOak Management
New Mexico
$273K
OL
1175
Optas LLC
Texas
$272K -$99.9K -1,000 -26%