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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
HWP
1376
Highline Wealth Partners
California
$71.8K -$100 -1 -0.1%
PAI
1377
Pittenger & Anderson Inc
Nebraska
$69.3K -$5.29K -53 -7%
NWM
1378
Nova Wealth Management
Florida
$68.9K +$70.8K +709 New
QWM
1379
Quaker Wealth Management
New Jersey
$66.7K
TWIM
1380
TIAA Wealth Investment Management
New York
$66.7K +$70.3K +704 New
SWA
1381
Strategic Wealth Advisors
Arizona
$66K
ACA
1382
American Capital Advisory
Idaho
$65.6K
HFS
1383
Hughes Financial Services
Virginia
$65K
GJIA
1384
Glass Jacobson Investment Advisors
Maryland
$64.9K -$24.8K -248 -27%
W
1385
WealthCollab
Washington
$64.6K
SEP
1386
Signature Equity Partners
Ohio
$63.3K -$63.1K -632 -49%
CFO
1387
Colony Family Offices
North Carolina
$62K
CT
1388
Clearstead Trust
Maine
$58.6K
SWP
1389
Strategic Wealth Partners
Ohio
$58.3K +$4.5K +45 +8%
VR
1390
Vision Retirement
New Jersey
$57.8K -$18.4K -184 -24%
CWM
1391
Copia Wealth Management
Oregon
$56.8K -$300 -3 -0.5%
MAS
1392
MPWM Advisory Solutions
Georgia
$56.5K -$1.2K -12 -2%
PCA
1393
Providence Capital Advisors
North Carolina
$56.4K
MIA
1394
Milestone Investment Advisors
Wisconsin
$54.6K
PF
1395
PlanVest Financial
Maryland
$52.7K +$54.1K +542 New
FCAS
1396
First Command Advisory Services
Texas
$52.1K
CBT
1397
Crews Bank & Trust
Florida
$51K
CTWM
1398
Cherry Tree Wealth Management
Minnesota
$49.5K +$50.8K +509 New
CMA
1399
Cedar Mountain Advisors
Oregon
$49.5K
RF
1400
Robinswood Financial
Washington
$49K +$50.2K +503 New