We are live on ! Find out more
IWR icon

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
KFP
1426
Kerr Financial Planning
California
$34.6K
AG
1427
AmeriFlex Group
Nevada
$31.6K
TLFA
1428
True Link Financial Advisors
California
$31.3K +$32.2K +322 New
TTIC
1429
Tower Trust & Investment Company
Iowa
$31.1K
FFA
1430
Frazier Financial Advisors
Ohio
$30.5K +$31.4K +314 New
HWA
1431
HHM Wealth Advisors
Tennessee
$30.3K
KFAS
1432
Keating Financial Advisory Services
Kansas
$29.7K
PFSC
1433
Peoples Financial Services Corp
Pennsylvania
$29.2K
AIM
1434
Anchor Investment Management
South Carolina
$28.4K -$12.3K -123 -30%
NFSG
1435
Newbridge Financial Services Group
Florida
$27.2K +$13.5K +135 +93%
TIM
1436
Thompson Investment Management
Wisconsin
$26K +$26.7K +267 New
NRG
1437
Nemes Rush Group
Michigan
$24.2K +$100 +1 +0.4%
CPG
1438
Cornerstone Planning Group
New Jersey
$24K +$10.4K +104 +84%
EA
1439
Evolution Advisers
Virginia
$22K +$23.3K +233 New
FGAM
1440
Financial Gravity Asset Management
Texas
$21.6K
DJSG
1441
D.J. St. Germain
Massachusetts
$21K
RWM
1442
RMG Wealth Management
Wisconsin
$20.4K +$19.3K +193 New
CWM
1443
Consultiva Wealth Management
Puerto Rico
$20K
WETS
1444
Wealth Enhancement Trust Services
South Dakota
$19.8K -$3.1K -31 -13%
WIM
1445
Westside Investment Management
California
$19.4K
BWA
1446
Basecamp Wealth Advisors
Washington
$19.2K +$19.8K +198 New
NEWAS
1447
N.E.W. Advisory Services
Wisconsin
$19.1K +$999 +10 +5%
MWPCG
1448
Measured Wealth Private Client Group
New Hampshire
$18.7K
GCM
1449
Gables Capital Management
Florida
$18.5K
NF
1450
Napier Financial
Massachusetts
$18.5K +$19K +190 New