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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
BONH
1401
Bank of New Hampshire
New Hampshire
$48.6K
GGI
1402
Godsey & Gibb Inc
Virginia
$48.3K -$15.4K -154 -24%
CMP
1403
Coston McIsaac & Partners
Maine
$48K
HHCP
1404
Hilton Head Capital Partners
South Carolina
$47.9K
PWMG
1405
Private Wealth Management Group
New Jersey
$47.4K
CSPIA
1406
Cary Street Partners Investment Advisory
Virginia
$47.4K -$20.3K -203 -29%
SWP
1407
SIMA Wealth Partners
Virginia
$47.3K
AA
1408
Addison Advisors
Vermont
$46.3K +$47.5K +476 New
APW
1409
Atlantic Private Wealth
North Carolina
$45.3K
MIM
1410
Marshall Investment Management
Colorado
$45.1K +$46.3K +464 New
PWM
1411
Provident Wealth Management
Tennessee
$44.7K
RIA
1412
Realta Investment Advisors
Delaware
$44.6K +$5.79K +58 +14%
PCFFS
1413
Pacific Center for Financial Services
California
$43.6K
DCM
1414
Dorato Capital Management
Colorado
$43.4K
BW
1415
Basepoint Wealth
Iowa
$43.1K +$100 +1 +0.2%
TCM
1416
TD Capital Management
Tennessee
$42.6K +$100 +1 +0.2%
MFT
1417
Moisand Fitzgerald Tamayo
Florida
$40.6K
MWM
1418
Mascoma Wealth Management
New Hampshire
$39.5K
WWM
1419
Wolff Wiese Magana
California
$38.8K
SA
1420
Scarborough Advisors
Maryland
$37.7K +$38.8K +388 New
CFD
1421
Creative Financial Designs
Indiana
$37.4K
RWM
1422
Rialto Wealth Management
New York
$36.9K
RFP
1423
Root Financial Partners
California
$36.7K +$5.49K +55 +17%
SIM
1424
Synergy Investment Management
Florida
$36.6K +$37.7K +377 New
TFA
1425
Transamerica Financial Advisors
Florida
$35.2K -$1.3K -13 -3%