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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
VWA
1476
Valued Wealth Advisors
Utah
$5.06K
NA
1477
Networth Advisors
Pennsylvania
$4.76K
WAG
1478
Wilkerson Advisory Group
Missouri
$4.47K
CWP
1479
Clark Wealth Partners
Illinois
$4.47K
MCA
1480
McGuire Capital Advisors
Oklahoma
$4.38K
SGFG
1481
Silver Grove Financial Group
New York
$4.28K
HIA
1482
HFM Investment Advisors
New Jersey
$4.18K
YP
1483
YANKCOM Partnership
South Dakota
$3.79K
FIM
1484
FWL Investment Management
Texas
$3.79K
AWM
1485
Abound Wealth Management
Tennessee
$3.79K
CFM
1486
Cornerstone Financial Management
Massachusetts
$2.43K
SIP
1487
Sellwood Investment Partners
Oregon
$2.33K
HNB
1488
Hilltop National Bank
Wyoming
$2.24K
PWA
1489
Physician Wealth Advisors
Utah
$2.18K
SRCM
1490
Signature Resources Capital Management
California
$2.14K
Q1WB
1491
Quest 10 Wealth Builders
Virginia
$1.95K
CJ
1492
Caitlin John
Michigan
$1.95K
1L
1493
10Elms LLP
Oklahoma
$1.95K
SAP
1494
Strategic Advisory Partners
North Carolina
$1.75K
SAS
1495
Spurstone Advisory Services
Connecticut
$1.65K
WWMSC
1496
Wagner Wealth Management (South Carolina)
South Carolina
$1.65K
LCOV
1497
London Company of Virginia
Virginia
$1.51K
DAM
1498
Delta Asset Management
Tennessee
$1.17K
HCA
1499
Harbor Capital Advisors
Illinois
$1K
RMP
1500
Richards, Merrill & Peterson
Washington
$778