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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
W
1376
WealthCollab
Washington
$64.6K
SEP
1377
Signature Equity Partners
Ohio
$63.3K
CFO
1378
Colony Family Offices
North Carolina
$62K
CT
1379
Clearstead Trust
Maine
$58.6K
SWP
1380
Strategic Wealth Partners
Ohio
$58.3K
VR
1381
Vision Retirement
New Jersey
$57.8K
CWM
1382
Copia Wealth Management
Oregon
$56.8K
MAS
1383
MPWM Advisory Solutions
Georgia
$56.5K
PCA
1384
Providence Capital Advisors
North Carolina
$56.4K
MIA
1385
Milestone Investment Advisors
Wisconsin
$54.6K
PF
1386
PlanVest Financial
Maryland
$52.7K
FCAS
1387
First Command Advisory Services
Texas
$52.1K
CBT
1388
Crews Bank & Trust
Florida
$51K
CTWM
1389
Cherry Tree Wealth Management
Minnesota
$49.5K
CMA
1390
Cedar Mountain Advisors
Oregon
$49.5K
BONH
1391
Bank of New Hampshire
New Hampshire
$48.6K
GGI
1392
Godsey & Gibb Inc
Virginia
$48.3K
CMP
1393
Coston McIsaac & Partners
Maine
$48K
HHCP
1394
Hilton Head Capital Partners
South Carolina
$47.9K
PWMG
1395
Private Wealth Management Group
New Jersey
$47.4K
CSPIA
1396
Cary Street Partners Investment Advisory
Virginia
$47.4K
SWP
1397
SIMA Wealth Partners
Virginia
$47.3K
AA
1398
Addison Advisors
Vermont
$46.3K
APW
1399
Atlantic Private Wealth
North Carolina
$45.3K
MIM
1400
Marshall Investment Management
Colorado
$45.1K