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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
SCP
1201
Silverleafe Capital Partners
Tennessee
$257K
AWM
1202
Aberdeen Wealth Management
Illinois
$257K +$264K +2,640 New
AIP
1203
ARS Investment Partners
New York
$257K
TWM
1204
Thrive Wealth Management
Pennsylvania
$256K
SA
1205
SoundView Advisors
Washington
$256K
PCTC
1206
Perkins Coie Trust Company
Washington
$254K
EW
1207
Enzi Wealth
Texas
$252K
IC
1208
Iconiq Capital
California
$252K
PCA
1209
Peddock Capital Advisors
Massachusetts
$252K
XT
1210
XTX Topco
Cayman Islands
$251K -$274K -2,738 -51%
TVAMP
1211
Tennessee Valley Asset Management Partners
Tennessee
$251K -$33.9K -339 -12%
DF
1212
Dunhill Financial
United Kingdom
$251K
KA
1213
Kovack Advisors
Florida
$250K -$14.7K -147 -5%
FWA
1214
FSM Wealth Advisors
Ohio
$250K
PSF
1215
Pacific Sun Financial
California
$249K
SIS
1216
Sound Income Strategies
Florida
$248K +$16.8K +168 +7%
NPT
1217
Nixon Peabody Trust
Massachusetts
$247K -$9.99K -100 -4%
LNB
1218
Ledyard National Bank
$247K
SIG
1219
Sky Investment Group
Connecticut
$246K
FWM
1220
Fingerlakes Wealth Management
New York
$245K -$6.69K -67 -3%
PP
1221
Pacifica Partners
Canada
$243K -$93.1K -932 -27%
LI
1222
LVZ Inc
Michigan
$243K -$107K -1,067 -30%
VF
1223
Vawter Financial
Ohio
$242K
AC
1224
Asio Capital
Kentucky
$242K
SC
1225
Scotia Capital
Ontario, Canada
$241K -$1.3K -13 -0.5%