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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
MAS
1276
Meeder Advisory Services
Ohio
$216K +$222K +2,219 New
PCS
1277
Personal CFO Solutions
New Jersey
$216K -$70.2K -703 -24%
SFO
1278
Stokes Family Office
Louisiana
$215K
LWMI
1279
Legacy Wealth Management (Idaho)
Idaho
$214K +$94.4K +945 +75%
SIM
1280
Samara Investment Management
Oregon
$214K +$220K +2,201 New
RA
1281
Rockingstone Advisors
Massachusetts
$214K
TA
1282
TruWealth Advisors
Louisiana
$214K -$25.4K -254 -10%
EF
1283
Empowered Funds
Pennsylvania
$213K +$219K +2,189 New
FG
1284
Fiduciary Group
Georgia
$213K
MWM
1285
Marion Wealth Management
Pennsylvania
$213K
HWM
1286
HighMark Wealth Management
Minnesota
$211K -$55.1K -552 -20%
PWP
1287
Principle Wealth Partners
Connecticut
$211K -$37.1K -371 -15%
MCCP
1288
Mission Creek Capital Partners
California
$211K
BRWM
1289
Blue Rock Wealth Management
North Carolina
$209K +$215K +2,149 New
CTA
1290
Clear Trail Advisors
Texas
$208K -$4.5K -45 -2%
FGC
1291
First Growth Capital
Maryland
$208K -$6.59K -66 -3%
FAC
1292
Financial Advisory Corporation
Michigan
$208K
ICP
1293
Impact Capital Partners
Colorado
$208K -$332K -3,320 -61%
TW
1294
Traveka Wealth
California
$207K -$534K -5,344 -71%
FWM
1295
Fonville Wealth Management
Virginia
$207K
AHB
1296
Abner Herrman & Brock
New Jersey
$207K -$28.4K -284 -12%
DWM
1297
Darwin Wealth Management
Florida
$207K +$84.1K +842 +65%
VA
1298
Vident Advisory
Georgia
$206K
HWM
1299
Horizons Wealth Management
North Carolina
$205K -$10.2K -102 -5%
IFO
1300
Independent Family Office
New York
$204K