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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
TIM
1426
Thompson Investment Management
Wisconsin
$26K
NRG
1427
Nemes Rush Group
Michigan
$24.2K
CPG
1428
Cornerstone Planning Group
New Jersey
$24K
EA
1429
Evolution Advisers
Virginia
$22K
FGAM
1430
Financial Gravity Asset Management
Texas
$21.6K
DJSG
1431
D.J. St. Germain
Massachusetts
$21K
RWM
1432
RMG Wealth Management
Wisconsin
$20.4K
CWM
1433
Consultiva Wealth Management
Puerto Rico
$20K
WETS
1434
Wealth Enhancement Trust Services
South Dakota
$19.8K
WIM
1435
Westside Investment Management
California
$19.4K
NEWAS
1436
N.E.W. Advisory Services
Wisconsin
$19.1K
MWPCG
1437
Measured Wealth Private Client Group
New Hampshire
$18.7K
GCM
1438
Gables Capital Management
Florida
$18.5K
NF
1439
Napier Financial
Massachusetts
$18.5K
SWIM
1440
Smallwood Wealth Investment Management
New Jersey
$18.5K
RFA
1441
Reyes Financial Architecture
California
$18K
ME
1442
McIlrath & Eck
Washington
$17.7K
BH
1443
Burk Holdings
Oklahoma
$17.7K
KFA
1444
Kelleher Financial Advisors
New York
$17.5K
AGWCA
1445
Annis Gardner Whiting Capital Advisors
Florida
$17.1K
SG
1446
Sankala Group
Colorado
$16.8K
EAM
1447
Eukles Asset Management
Ohio
$16.1K
AP
1448
Atwood & Palmer
Missouri
$16K
HI
1449
Horizon Investments
North Carolina
$15.8K
AAG
1450
Armstrong Advisory Group
Massachusetts
$15.5K