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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
DPW
1251
DiNuzzo Private Wealth
Pennsylvania
$226K
CIA
1252
Compass Ion Advisors
Pennsylvania
$225K
RAS
1253
RPS Advisory Solutions
Kentucky
$225K -$78.3K -784 -25%
AIM
1254
Athena Investment Management
California
$224K
NW
1255
Naviter Wealth
Arkansas
$224K -$21K -210 -8%
RWM
1256
Ritholtz Wealth Management
New York
$224K
FWCM
1257
Ferguson Wellman Capital Management
Oregon
$223K +$229K +2,291 New
PWA
1258
Pitcairn Wealth Advisors
Pennsylvania
$223K
MIA
1259
MainStreet Investment Advisors
Illinois
$222K
ML
1260
McAdam LLC
Pennsylvania
$222K +$15.6K +156 +7%
CWS
1261
Confluence Wealth Services
Pennsylvania
$222K
CHJWM
1262
Carlton Hofferkamp & Jenks Wealth Management
Texas
$222K
CCFM
1263
Clear Creek Financial Management
Washington
$221K -$799 -8 -0.4%
LWANC
1264
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K
TP
1265
TritonPoint Partners
Maryland
$220K +$226K +2,263 New
RIA
1266
Regal Investment Advisors
Michigan
$220K +$226K +2,261 New
CW
1267
Code Waechter
Florida
$219K -$9.69K -97 -4%
RYIA
1268
Roehl & Yi Investment Advisors
Oregon
$219K
TW
1269
Tempo Wealth
Ohio
$219K +$599 +6 +0.3%
MIP
1270
Marietta Investment Partners
Wisconsin
$218K
S
1271
Sachetta
Massachusetts
$218K
BIA
1272
Barry Investment Advisors
Massachusetts
$217K +$400 +4 +0.2%
EWM
1273
Elevation Wealth Management
Minnesota
$217K -$2.4K -24 -1%
FG
1274
Fairman Group
Pennsylvania
$216K +$400 +4 +0.2%
FCM
1275
Firestone Capital Management
Florida
$216K