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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
SWIM
1451
Smallwood Wealth Investment Management
New Jersey
$18.5K
RFA
1452
Reyes Financial Architecture
California
$18K +$18.5K +185 New
ME
1453
McIlrath & Eck
Washington
$17.7K -$96.1K -962 -84%
BH
1454
Burk Holdings
Oklahoma
$17.7K +$18.2K +182 New
KFA
1455
Kelleher Financial Advisors
New York
$17.5K
AGWCA
1456
Annis Gardner Whiting Capital Advisors
Florida
$17.1K +$4.5K +45 +34%
SG
1457
Sankala Group
Colorado
$16.8K +$6.19K +62 +55%
EAM
1458
Eukles Asset Management
Ohio
$16.1K
AP
1459
Atwood & Palmer
Missouri
$16K +$16.5K +165 New
HI
1460
Horizon Investments
North Carolina
$15.8K +$14.6K +146 +913%
AAG
1461
Armstrong Advisory Group
Massachusetts
$15.5K
PB
1462
Prosperity Bancshares
Texas
$14.5K
EWM
1463
Evolution Wealth Management
Florida
$14.4K
SA
1464
SRH Advisors
Kansas
$14K
CNBT
1465
Cornerstone National Bank & Trust
Illinois
$13.8K
FC
1466
Financial Consulate
Maryland
$13.5K
JWM
1467
JPL Wealth Management
Colorado
$13K +$13.4K +134 New
PPC
1468
Park Place Capital
Alabama
$12.7K -$273K -2,732 -95%
NG
1469
NWK Group
California
$12.4K
IWP
1470
IAG Wealth Partners
Wisconsin
$12.3K -$1.3K -13 -9%
MM
1471
Main Management
California
$12K
MWC
1472
MBM Wealth Consultants
Missouri
$11.8K +$12.1K +121 New
GWSA
1473
Global Wealth Strategies & Associates
Colorado
$10.8K
KA
1474
Kozak & Associates
Colorado
$10.7K
BOJHT
1475
Bank of Jackson Hole Trust
Wyoming
$10.5K