We are live on ! Find out more
IWR icon

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
PFG
1301
Premier Financial Group
California
$204K -$13.8K -138 -6%
PCM
1302
Pointe Capital Management
Michigan
$203K
SFS
1303
Strategic Financial Services
New York
$202K +$208K +2,081 New
TWM
1304
Topsail Wealth Management
North Carolina
$202K
AFC
1305
Avise Financial Cooperative
California
$201K +$207K +2,071 New
NI
1306
Natural Investments
California
$201K +$207K +2,074 New
TIAAOA
1307
Teachers Insurance & Annuity Association of America
New York
$200K
PAG
1308
Paladin Advisory Group
Iowa
$200K -$267K -2,676 -56%
BCP
1309
Blue Chip Partners
Michigan
$200K +$206K +2,059 New
CFO
1310
Collective Family Office
Pennsylvania
$200K +$206K +2,058 New
CAL
1311
Capital Advisors Ltd
Ohio
$199K
AIA
1312
Armor Investment Advisors
North Carolina
$198K -$12K -120 -6%
HPBT
1313
Hickory Point Bank & Trust
Illinois
$194K +$199K +1,996 New
MFC
1314
Morris Financial Concepts
South Carolina
$193K +$62.4K +625 +46%
WC
1315
Westwind Capital
New Mexico
$189K
MEG
1316
Millstone Evans Group
Colorado
$188K
HBW
1317
Hazlett, Burt & Watson
West Virginia
$182K +$6.49K +65 +4%
3FI
1318
3 Factor Indexing
California
$179K +$184K +1,840 New
IF
1319
Integrity Financial
Wyoming
$177K
BW
1320
Bravera Wealth
North Dakota
$177K -$3.5K -35 -2%
RFG
1321
REAP Financial Group
Texas
$174K +$30.4K +304 +20%
HPIA
1322
Hamilton Point Investment Advisors
North Carolina
$171K
OW
1323
Olistico Wealth
Oklahoma
$166K
BA
1324
Ballast Advisors
Minnesota
$165K +$5.89K +59 +4%
ADL
1325
Asset Dedication LLC
California
$163K +$78.9K +790 +89%