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
WSA
1476
Wealth Science Advisors
Georgia
$10.2K +$10.6K +106 New
FWA
1477
Flagship Wealth Advisors
Massachusetts
$10K
AW
1478
Avion Wealth
Texas
$10K
JGIA
1479
Jackson Grant Investment Advisers
Connecticut
$9.81K
M
1480
MOTCO
Texas
$9.72K
MHR
1481
Matthew Hamilton Rosenberg
$9.14K +$5.59K +56 +147%
TSMHT
1482
Thurston Springer Miller Herd & Titak
Indiana
$7.88K -$69.5K -696 -90%
AIC
1483
Archer Investment Corporation
Indiana
$7.68K +$7.89K +79 New
S
1484
SignatureFD
Georgia
$7.58K
FCT
1485
First Community Trust
Iowa
$7.2K
POIA
1486
Pin Oak Investment Advisors
Texas
$7K
HB
1487
Horizon Bancorp
Indiana
$6K +$5.89K +59 New
WH
1488
Wallace Hart
Kentucky
$5.64K
VWA
1489
Valued Wealth Advisors
Utah
$5.06K
NA
1490
Networth Advisors
Pennsylvania
$4.76K
WAG
1491
Wilkerson Advisory Group
Missouri
$4.47K
CWP
1492
Clark Wealth Partners
Illinois
$4.47K +$4.59K +46 New
MCA
1493
McGuire Capital Advisors
Oklahoma
$4.38K
SGFG
1494
Silver Grove Financial Group
New York
$4.28K +$4.39K +44 New
HIA
1495
HFM Investment Advisors
New Jersey
$4.18K -$24.4K -244 -85%
YP
1496
YANKCOM Partnership
South Dakota
$3.79K -$3.2K -32 -45%
AWM
1497
Abound Wealth Management
Tennessee
$3.79K
FIM
1498
FWL Investment Management
Texas
$3.79K
CFM
1499
Cornerstone Financial Management
Massachusetts
$2.43K
SIP
1500
Sellwood Investment Partners
Oregon
$2.33K