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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
CCA
1226
Checchi Capital Advisers
California
$232K
HP
1227
Hilltop Partners
Indiana
$232K
PFW
1228
Petros Family Wealth
Minnesota
$232K
RBC
1229
Romano Brothers & Co
Illinois
$231K
CCMI
1230
Creative Capital Management Investments
California
$230K
AOWM
1231
Alpha Omega Wealth Management
Virginia
$230K
BG
1232
Bollard Group
Massachusetts
$230K
WCM
1233
Warburton Capital Management
Oklahoma
$229K
RF
1234
Rossby Financial
Florida
$229K
LF
1235
Lantz Financial
Illinois
$229K
CMP
1236
Courage Miller Partners
Virginia
$229K
WA
1237
Walsh & Associates
Florida
$229K
BW
1238
Blalock Williams
Alabama
$228K
SOS
1239
Silver Oak Securities
Tennessee
$228K
EL
1240
EWA LLC
Pennsylvania
$228K
LSA
1241
Lansing Street Advisors
Pennsylvania
$227K
DPW
1242
DiNuzzo Private Wealth
Pennsylvania
$226K
CIA
1243
Compass Ion Advisors
Pennsylvania
$225K
RAS
1244
RPS Advisory Solutions
Kentucky
$225K
AIM
1245
Athena Investment Management
California
$224K
NW
1246
Naviter Wealth
Arkansas
$224K
RWM
1247
Ritholtz Wealth Management
New York
$224K
FWCM
1248
Ferguson Wellman Capital Management
Oregon
$223K
PWA
1249
Pitcairn Wealth Advisors
Pennsylvania
$223K
MIA
1250
MainStreet Investment Advisors
Illinois
$222K