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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
CFP
1351
Comprehensive Financial Planning
Pennsylvania
$97K
EWP
1352
Elevation Wealth Partners
California
$93.8K
SNB
1353
Security National Bank
Nebraska
$93.3K
GCP
1354
Gill Capital Partners
Colorado
$90.6K
GAA
1355
Global Assets Advisory
Florida
$89.9K
MAM
1356
Morse Asset Management
Connecticut
$89.3K
MS
1357
Monetary Solutions
Ohio
$88.8K
BWL
1358
Bogart Wealth LLC
Virginia
$82.4K
CC
1359
Corsicana & Co
Texas
$80.6K
PWPS
1360
Pinnacle Wealth Planning Services
Ohio
$77.8K
RF
1361
Roxbury Financial
New Jersey
$77.3K
ECA
1362
Elevated Capital Advisors
Utah
$77.1K
WTA
1363
Washington Trust Advisors
Massachusetts
$76.2K
Select Equity Group
1364
Select Equity Group
New York
$73.2K
BC
1365
Barrett & Company
Rhode Island
$72.8K
RPA
1366
Redwood Park Advisors
California
$71.9K
HWP
1367
Highline Wealth Partners
California
$71.8K
PAI
1368
Pittenger & Anderson Inc
Nebraska
$69.3K
NWM
1369
Nova Wealth Management
Florida
$68.9K
QWM
1370
Quaker Wealth Management
New Jersey
$66.7K
TWIM
1371
TIAA Wealth Investment Management
New York
$66.7K
SWA
1372
Strategic Wealth Advisors
Arizona
$66K
ACA
1373
American Capital Advisory
Idaho
$65.6K
HFS
1374
Hughes Financial Services
Virginia
$65K
GJIA
1375
Glass Jacobson Investment Advisors
Maryland
$64.9K