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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
ML
1251
McAdam LLC
Pennsylvania
$222K
CWS
1252
Confluence Wealth Services
Pennsylvania
$222K
CHJWM
1253
Carlton Hofferkamp & Jenks Wealth Management
Texas
$222K
CCFM
1254
Clear Creek Financial Management
Washington
$221K
LWANC
1255
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K
TP
1256
TritonPoint Partners
Maryland
$220K
RIA
1257
Regal Investment Advisors
Michigan
$220K
CW
1258
Code Waechter
Florida
$219K
RYIA
1259
Roehl & Yi Investment Advisors
Oregon
$219K
TW
1260
Tempo Wealth
Ohio
$219K
MIP
1261
Marietta Investment Partners
Wisconsin
$218K
S
1262
Sachetta
Massachusetts
$218K
BIA
1263
Barry Investment Advisors
Massachusetts
$217K
EWM
1264
Elevation Wealth Management
Minnesota
$217K
FG
1265
Fairman Group
Pennsylvania
$216K
FCM
1266
Firestone Capital Management
Florida
$216K
MAS
1267
Meeder Advisory Services
Ohio
$216K
PCS
1268
Personal CFO Solutions
New Jersey
$216K
SFO
1269
Stokes Family Office
Louisiana
$215K
LWMI
1270
Legacy Wealth Management (Idaho)
Idaho
$214K
SIM
1271
Samara Investment Management
Oregon
$214K
RA
1272
Rockingstone Advisors
Massachusetts
$214K
TA
1273
TruWealth Advisors
Louisiana
$214K
EF
1274
Empowered Funds
Pennsylvania
$213K
MWM
1275
Marion Wealth Management
Pennsylvania
$213K