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iShares Russell Mid-Cap ETF

1,499 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, 453 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: 1,5161,499 (-17)

15% less repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 530

Holders
1,499
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
CWM
101
CCG Wealth Management
California
$27.4M
IB
102
Intrust Bank
Kansas
$26.5M
DIP
103
DT Investment Partners
Pennsylvania
$26.1M
SIC
104
Sigma Investment Counselors
Michigan
$25.3M
VA
105
VestGen Advisors
Illinois
$24M
VFA
106
Valeo Financial Advisors
Indiana
$24M
SA
107
Sanctuary Advisors
Indiana
$24M
TCBWMS
108
Texas Capital Bank Wealth Management Services
Texas
$23.6M
CAM
109
Cresset Asset Management
Illinois
$23.5M
XF
110
XML Financial
Maryland
$23.1M
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$22.8M
CIA
112
Concurrent Investment Advisors
Florida
$22.4M
FFN
113
Focus Financial Network
Minnesota
$21.6M
FTWA
114
Fifth Third Wealth Advisors
Ohio
$21.1M
BCWM
115
Bartlett & Co Wealth Management
Ohio
$21M
WTC
116
WhitTier Trust Company
Nevada
$20.9M
SWP
117
Stratos Wealth Partners
Ohio
$20.8M
ANB
118
Amarillo National Bank
Texas
$20.8M
LA
119
Legacy Advisors
Pennsylvania
$20.6M
BIM
120
Bridges Investment Management
Nebraska
$20.4M
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$20M
Principal Financial Group
122
Principal Financial Group
Iowa
$19.8M
WANY
123
Wealthspire Advisors (New York)
New York
$19.5M
PLU
124
Performa Ltd (US)
South Carolina
$19.3M
LWM
125
LJI Wealth Management
Indiana
$18.9M