IWR icon

iShares Russell Mid-Cap ETF

1,500 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 99 funds opening new positions, 454 increasing their positions, 530 reducing their positions, and 79 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 (+$1.83B)

1% less funds holding

Funds holding: 1,5161,500 (-16)

14% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 530

Holders
1,500
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
CFO
1301
Collective Family Office
Pennsylvania
$200K
CAL
1302
Capital Advisors Ltd
Ohio
$199K
AIA
1303
Armor Investment Advisors
North Carolina
$198K
HPBT
1304
Hickory Point Bank & Trust
Illinois
$194K
MFC
1305
Morris Financial Concepts
South Carolina
$193K
WC
1306
Westwind Capital
New Mexico
$189K
MEG
1307
Millstone Evans Group
Colorado
$188K
HBW
1308
Hazlett, Burt & Watson
West Virginia
$182K
3FI
1309
3 Factor Indexing
California
$179K
IF
1310
Integrity Financial
Wyoming
$177K
BW
1311
Bravera Wealth
North Dakota
$177K
RFG
1312
REAP Financial Group
Texas
$174K
HPIA
1313
Hamilton Point Investment Advisors
North Carolina
$171K
OW
1314
Olistico Wealth
Oklahoma
$166K
BA
1315
Ballast Advisors
Minnesota
$165K
ADL
1316
Asset Dedication LLC
California
$163K
Deutsche Bank
1317
Deutsche Bank
Germany
$163K
SIC
1318
SJS Investment Consulting
Ohio
$162K
CTC
1319
Cetera Trust Company
Minnesota
$159K
LWCFA
1320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$159K
1CP
1321
1015 Capital Partners
Pennsylvania
$158K
CICI
1322
Capital Investment Counsel Inc
North Carolina
$155K
AT
1323
Avalon Trust
New Mexico
$155K
FFL
1324
Financial Freedom LLC
Ohio
$150K
CFO
1325
CVA Family Office
Colorado
$150K