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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
CWM
101
CCG Wealth Management
California
$27.4M +$4.43M +44,323 +19%
IB
102
Intrust Bank
Kansas
$26.5M +$27.2M +272,742 New
DIP
103
DT Investment Partners
Pennsylvania
$26.1M +$2.22M +22,203 +9%
NA
104
NewEdge Advisors
Louisiana
$25.3M -$3.87M -38,702 -13%
SIC
105
Sigma Investment Counselors
Michigan
$25.3M -$690K -6,910 -3%
VA
106
VestGen Advisors
Illinois
$24M +$19.5M +195,233 +580%
VFA
107
Valeo Financial Advisors
Indiana
$24M +$3.72M +37,289 +18%
SA
108
Sanctuary Advisors
Indiana
$24M -$248K -2,481 -1%
TCBWMS
109
Texas Capital Bank Wealth Management Services
Texas
$23.6M -$1.59M -15,963 -6%
CAM
110
Cresset Asset Management
Illinois
$23.5M -$669K -6,696 -3%
XF
111
XML Financial
Maryland
$23.1M -$676K -6,771 -3%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$22.8M +$720K +7,211 +3%
CIA
113
Concurrent Investment Advisors
Florida
$22.4M +$1.01M +10,063 +5%
FFN
114
Focus Financial Network
Minnesota
$21.6M -$351K -3,514 -2%
FTWA
115
Fifth Third Wealth Advisors
Ohio
$21.1M +$624K +6,249 +3%
BCWM
116
Bartlett & Co Wealth Management
Ohio
$21M -$238K -2,387 -1%
WTC
117
WhitTier Trust Company
Nevada
$20.9M +$858K +8,589 +4%
SWP
118
Stratos Wealth Partners
Ohio
$20.8M -$551K -5,516 -3%
ANB
119
Amarillo National Bank
Texas
$20.8M -$786K -7,871 -4%
LA
120
Legacy Advisors
Pennsylvania
$20.6M +$119K +1,196 +0.6%
BIM
121
Bridges Investment Management
Nebraska
$20.4M +$125K +1,252 +0.6%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$20M -$22.2M -222,556 -52%
Principal Financial Group
123
Principal Financial Group
Iowa
$19.8M -$25.5M -255,612 -56%
WANY
124
Wealthspire Advisors (New York)
New York
$19.5M -$209K -2,095 -1%
PLU
125
Performa Ltd (US)
South Carolina
$19.3M +$19.9M +198,900 +19,890,000%