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iShares Russell Mid-Cap ETF

1,499 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, 453 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: 1,5161,499 (-17)

15% less repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 530

Holders
1,499
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
IAA
126
Independent Advisor Alliance
North Carolina
$18.8M
UWPG
127
Ullmann Wealth Partners Group
Florida
$18.6M
MIM
128
Miller Investment Management
Pennsylvania
$18.3M
P
129
&Partners
Tennessee
$18M
WT
130
Whittier Trust
California
$18M
PA
131
PFW Advisors
Georgia
$17.6M
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$17.2M
UW
133
Unique Wealth
Florida
$16.9M
FCP
134
Fidelis Capital Partners
Florida
$16.7M
BF
135
BOK Financial
Oklahoma
$16.7M
AWE
136
Avidian Wealth Enterprises
Texas
$16.6M
PFM
137
Patton Fund Management
Texas
$16.5M
AllianceBernstein
138
AllianceBernstein
Tennessee
$16.4M
CFO
139
Callan Family Office
Pennsylvania
$16.3M
SCG
140
Sonata Capital Group
Washington
$16.3M
William Blair & Company
141
William Blair & Company
Illinois
$16.2M
Bank of Nova Scotia
142
Bank of Nova Scotia
Ontario, Canada
$16.1M
FCBT
143
First Citizens Bank & Trust
North Carolina
$16M
CANC
144
Culbertson A N & Co
Virginia
$16M
VCA
145
Verdence Capital Advisors
Maryland
$16M
PAG
146
Private Advisor Group
New Jersey
$16M
BFS
147
Bradley Foster & Sargent
Connecticut
$15.8M
ATC
148
Argent Trust Co
Tennessee
$15.8M
CTB
149
Country Trust Bank
Illinois
$15.6M
WC
150
Woodstock Corp
Massachusetts
$15.5M