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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
SC
1176
Stephenson & Company
California
$265K
LSWP
1177
Liberty Square Wealth Partners
Pennsylvania
$265K
SWRP
1178
Summit Wealth & Retirement Planning
California
$265K
GD
1179
Grandfield & Dodd
New York
$264K
HGA
1180
Hobbs Group Advisors
South Carolina
$264K
IIA
1181
Integral Investment Advisors
California
$263K
AIM
1182
Aspen Investment Management
Michigan
$263K
AWC
1183
Abundance Wealth Counselors
Pennsylvania
$262K
NWMP
1184
Noble Wealth Management PBC
Colorado
$262K
AT
1185
American Trust
Kentucky
$262K
JA
1186
JVL Associates
Michigan
$260K
BT
1187
Brandywine Trust
Delaware
$259K
AIA
1188
AssuredPartners Investment Advisors
Florida
$258K
TIM
1189
Tortoise Investment Management
New York
$257K
SVWG
1190
Shared Vision Wealth Group
United States
$257K
TRIA
1191
Trail Ridge Investment Advisors
Colorado
$257K
SCP
1192
Silverleafe Capital Partners
Tennessee
$257K
AWM
1193
Aberdeen Wealth Management
Illinois
$257K
AIP
1194
ARS Investment Partners
New York
$257K
TWM
1195
Thrive Wealth Management
Pennsylvania
$256K
SA
1196
SoundView Advisors
Washington
$256K
PCTC
1197
Perkins Coie Trust Company
Washington
$254K
EW
1198
Enzi Wealth
Texas
$252K
IC
1199
Iconiq Capital
California
$252K
PCA
1200
Peddock Capital Advisors
Massachusetts
$252K