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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
FCB
1151
First County Bank
Connecticut
$280K
AF
1152
ASL Financial
California
$280K
LOWM
1153
Laurel Oak Wealth Management
New Jersey
$279K
PAM
1154
Peak Asset Management
Colorado
$279K
PWW
1155
Pettyjohn Wood & White
Virginia
$278K
FPN
1156
Financial Planning Navigators
Minnesota
$278K
PRS
1157
Pinkerton Retirement Specialists
Idaho
$277K
CPW
1158
Cove Private Wealth
New York
$277K
FRA
1159
Front Row Advisors
California
$277K
WCP
1160
Wick Capital Partners
Pennsylvania
$276K
FA
1161
Financial Alternatives
California
$275K
TWG
1162
The Wealth Group
Minnesota
$274K
BFS
1163
BridgePort Financial Solutions
Iowa
$273K
CG
1164
Cynosure Group
Utah
$273K
TM
1165
TigerOak Management
New Mexico
$273K
OL
1166
Optas LLC
Texas
$272K
AMM
1167
American Money Management
California
$272K
HIC
1168
Hamrick Investment Counsel
Washington
$272K
NA
1169
Nautilus Advisors
California
$272K
DWM
1170
Destination Wealth Management
California
$269K
ZIC
1171
ZWJ Investment Counsel
Georgia
$268K
ACS
1172
Archford Capital Strategies
Illinois
$268K
CAG
1173
Centerpoint Advisory Group
Kansas
$268K
AW
1174
Alaethes Wealth
Nevada
$266K
CFGW
1175
Chancellor Financial Group WB
Pennsylvania
$266K