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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
LWM
126
LJI Wealth Management
Indiana
$18.9M +$1.32M +13,203 +7%
IAA
127
Independent Advisor Alliance
North Carolina
$18.8M +$18.5M +185,443 +2,504%
UWPG
128
Ullmann Wealth Partners Group
Florida
$18.6M +$944K +9,446 +5%
MIM
129
Miller Investment Management
Pennsylvania
$18.3M -$628K -6,287 -3%
P
130
&Partners
Tennessee
$18M -$2.48M -24,832 -12%
WT
131
Whittier Trust
California
$18M -$133K -1,331 -0.7%
PA
132
PFW Advisors
Georgia
$17.6M -$106K -1,066 -0.6%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$17.2M -$6.01M -60,190 -25%
UW
134
Unique Wealth
Florida
$16.9M +$720K +7,205 +4%
FCP
135
Fidelis Capital Partners
Florida
$16.7M -$148K -1,480 -0.9%
BF
136
BOK Financial
Oklahoma
$16.7M -$9.84M -98,491 -36%
AWE
137
Avidian Wealth Enterprises
Texas
$16.6M +$190K +1,901 +1%
PFM
138
Patton Fund Management
Texas
$16.5M +$332K +3,323 +2%
AllianceBernstein
139
AllianceBernstein
Tennessee
$16.4M +$112K +1,125 +0.7%
CFO
140
Callan Family Office
Pennsylvania
$16.3M -$2.23M -22,302 -12%
SCG
141
Sonata Capital Group
Washington
$16.3M -$1.04M -10,405 -6%
William Blair & Company
142
William Blair & Company
Illinois
$16.2M +$1.96M +19,638 +13%
Bank of Nova Scotia
143
Bank of Nova Scotia
Ontario, Canada
$16.1M -$1.3K -13 -0%
FCBT
144
First Citizens Bank & Trust
North Carolina
$16M -$927K -9,283 -5%
CANC
145
Culbertson A N & Co
Virginia
$16M -$327K -3,276 -2%
VCA
146
Verdence Capital Advisors
Maryland
$16M -$1.64M -16,380 -9%
PAG
147
Private Advisor Group
New Jersey
$16M -$439K -4,394 -3%
BFS
148
Bradley Foster & Sargent
Connecticut
$15.8M -$101K -1,014 -0.6%
ATC
149
Argent Trust Co
Tennessee
$15.8M +$2.03M +20,356 +14%
CTB
150
Country Trust Bank
Illinois
$15.6M -$1.1M -11,034 -6%