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iShares Russell Mid-Cap ETF

1,511 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 101 funds opening new positions, 459 increasing their positions, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
GGI
1401
Godsey & Gibb Inc
Virginia
$48.3K
CMP
1402
Coston McIsaac & Partners
Maine
$48K
HHCP
1403
Hilton Head Capital Partners
South Carolina
$47.9K
PWMG
1404
Private Wealth Management Group
New Jersey
$47.4K
CSPIA
1405
Cary Street Partners Investment Advisory
Virginia
$47.4K
SWP
1406
SIMA Wealth Partners
Virginia
$47.3K
AA
1407
Addison Advisors
Vermont
$46.3K
APW
1408
Atlantic Private Wealth
North Carolina
$45.3K
MIM
1409
Marshall Investment Management
Colorado
$45.1K
PWM
1410
Provident Wealth Management
Tennessee
$44.7K
RIA
1411
Realta Investment Advisors
Delaware
$44.6K
PCFFS
1412
Pacific Center for Financial Services
California
$43.6K
DCM
1413
Dorato Capital Management
Colorado
$43.4K
BW
1414
Basepoint Wealth
Iowa
$43.1K
TCM
1415
TD Capital Management
Tennessee
$42.6K
MFT
1416
Moisand Fitzgerald Tamayo
Florida
$40.6K
MWM
1417
Mascoma Wealth Management
New Hampshire
$39.5K
WWM
1418
Wolff Wiese Magana
California
$38.8K
SA
1419
Scarborough Advisors
Maryland
$37.7K
CFD
1420
Creative Financial Designs
Indiana
$37.4K
RWM
1421
Rialto Wealth Management
New York
$36.9K
RFP
1422
Root Financial Partners
California
$36.7K
SIM
1423
Synergy Investment Management
Florida
$36.6K
TFA
1424
Transamerica Financial Advisors
Florida
$35.2K
KFP
1425
Kerr Financial Planning
California
$34.6K