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iShares Russell Mid-Cap ETF

1,511 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 101 funds opening new positions, 459 increasing their positions, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
DPW
1251
DiNuzzo Private Wealth
Pennsylvania
$226K
CIA
1252
Compass Ion Advisors
Pennsylvania
$225K
RAS
1253
RPS Advisory Solutions
Kentucky
$225K
AIM
1254
Athena Investment Management
California
$224K
NW
1255
Naviter Wealth
Arkansas
$224K
RWM
1256
Ritholtz Wealth Management
New York
$224K
FWCM
1257
Ferguson Wellman Capital Management
Oregon
$223K
PWA
1258
Pitcairn Wealth Advisors
Pennsylvania
$223K
MIA
1259
MainStreet Investment Advisors
Illinois
$222K
ML
1260
McAdam LLC
Pennsylvania
$222K
CWS
1261
Confluence Wealth Services
Pennsylvania
$222K
CHJWM
1262
Carlton Hofferkamp & Jenks Wealth Management
Texas
$222K
CCFM
1263
Clear Creek Financial Management
Washington
$221K
LWANC
1264
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K
TP
1265
TritonPoint Partners
Maryland
$220K
RIA
1266
Regal Investment Advisors
Michigan
$220K
CW
1267
Code Waechter
Florida
$219K
RYIA
1268
Roehl & Yi Investment Advisors
Oregon
$219K
TW
1269
Tempo Wealth
Ohio
$219K
MIP
1270
Marietta Investment Partners
Wisconsin
$218K
S
1271
Sachetta
Massachusetts
$218K
BIA
1272
Barry Investment Advisors
Massachusetts
$217K
EWM
1273
Elevation Wealth Management
Minnesota
$217K
FG
1274
Fairman Group
Pennsylvania
$216K
FCM
1275
Firestone Capital Management
Florida
$216K