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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
ICMM
1226
Integrated Capital Management (Michigan)
Michigan
$241K +$248K +2,479 New
FDDB
1227
Fidelity D&D Bancorp
Pennsylvania
$241K
IP
1228
Ignite Planners
California
$240K +$100 +1 +0%
BFWM
1229
Bright Futures Wealth Management
New York
$239K -$5.09K -51 -2%
WG
1230
Welch Group
Alabama
$239K +$1.1K +11 +0.4%
HCM
1231
Hillman Capital Management
Maryland
$238K +$1.6K +16 +0.7%
BAM
1232
Bellevue Asset Management
Washington
$237K +$3K +30 +1%
VRM
1233
Vectors Research Management
New York
$236K -$7.79K -78 -3%
TWM
1234
Tradition Wealth Management
Minnesota
$233K +$7.29K +73 +3%
CCA
1235
Checchi Capital Advisers
California
$232K -$204K -2,046 -46%
HP
1236
Hilltop Partners
Indiana
$232K +$100 +1 +0%
PFW
1237
Petros Family Wealth
Minnesota
$232K
RBC
1238
Romano Brothers & Co
Illinois
$231K
CCMI
1239
Creative Capital Management Investments
California
$230K
AOWM
1240
Alpha Omega Wealth Management
Virginia
$230K
BG
1241
Bollard Group
Massachusetts
$230K +$400 +4 +0.2%
WCM
1242
Warburton Capital Management
Oklahoma
$229K
RF
1243
Rossby Financial
Florida
$229K +$134K +1,345 +135%
CMP
1244
Courage Miller Partners
Virginia
$229K
LF
1245
Lantz Financial
Illinois
$229K
WA
1246
Walsh & Associates
Florida
$229K -$10.3K -103 -4%
BW
1247
Blalock Williams
Alabama
$228K +$21.7K +217 +10%
SOS
1248
Silver Oak Securities
Tennessee
$228K +$1.7K +17 +0.7%
EL
1249
EWA LLC
Pennsylvania
$228K -$135K -1,350 -37%
LSA
1250
Lansing Street Advisors
Pennsylvania
$227K +$300 +3 +0.1%