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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
PWM
1401
Provident Wealth Management
Tennessee
$44.7K
RIA
1402
Realta Investment Advisors
Delaware
$44.6K
PCFFS
1403
Pacific Center for Financial Services
California
$43.6K
DCM
1404
Dorato Capital Management
Colorado
$43.4K
BW
1405
Basepoint Wealth
Iowa
$43.1K
TCM
1406
TD Capital Management
Tennessee
$42.6K
MFT
1407
Moisand Fitzgerald Tamayo
Florida
$40.6K
MWM
1408
Mascoma Wealth Management
New Hampshire
$39.5K
WWM
1409
Wolff Wiese Magana
California
$38.8K
SA
1410
Scarborough Advisors
Maryland
$37.7K
CFD
1411
Creative Financial Designs
Indiana
$37.4K
RWM
1412
Rialto Wealth Management
New York
$36.9K
RFP
1413
Root Financial Partners
California
$36.7K
SIM
1414
Synergy Investment Management
Florida
$36.6K
TFA
1415
Transamerica Financial Advisors
Florida
$35.2K
KFP
1416
Kerr Financial Planning
California
$34.6K
AG
1417
AmeriFlex Group
Nevada
$31.6K
TLFA
1418
True Link Financial Advisors
California
$31.3K
TTIC
1419
Tower Trust & Investment Company
Iowa
$31.1K
FFA
1420
Frazier Financial Advisors
Ohio
$30.5K
HWA
1421
HHM Wealth Advisors
Tennessee
$30.3K
KFAS
1422
Keating Financial Advisory Services
Kansas
$29.7K
PFSC
1423
Peoples Financial Services Corp
Pennsylvania
$29.2K
AIM
1424
Anchor Investment Management
South Carolina
$28.4K
NFSG
1425
Newbridge Financial Services Group
Florida
$27.2K