We are live on ! Find out more
IWR icon

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
MAS
1276
Meeder Advisory Services
Ohio
$216K
PCS
1277
Personal CFO Solutions
New Jersey
$216K
SFO
1278
Stokes Family Office
Louisiana
$215K
LWMI
1279
Legacy Wealth Management (Idaho)
Idaho
$214K
SIM
1280
Samara Investment Management
Oregon
$214K
RA
1281
Rockingstone Advisors
Massachusetts
$214K
TA
1282
TruWealth Advisors
Louisiana
$214K
EF
1283
Empowered Funds
Pennsylvania
$213K
FG
1284
Fiduciary Group
Georgia
$213K
MWM
1285
Marion Wealth Management
Pennsylvania
$213K
HWM
1286
HighMark Wealth Management
Minnesota
$211K
PWP
1287
Principle Wealth Partners
Connecticut
$211K
MCCP
1288
Mission Creek Capital Partners
California
$211K
BRWM
1289
Blue Rock Wealth Management
North Carolina
$209K
CTA
1290
Clear Trail Advisors
Texas
$208K
FGC
1291
First Growth Capital
Maryland
$208K
FAC
1292
Financial Advisory Corporation
Michigan
$208K
ICP
1293
Impact Capital Partners
Colorado
$208K
TW
1294
Traveka Wealth
California
$207K
FWM
1295
Fonville Wealth Management
Virginia
$207K
AHB
1296
Abner Herrman & Brock
New Jersey
$207K
DWM
1297
Darwin Wealth Management
Florida
$207K
VA
1298
Vident Advisory
Georgia
$206K
HWM
1299
Horizons Wealth Management
North Carolina
$205K
IFO
1300
Independent Family Office
New York
$204K