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
HNB
1501
Hilltop National Bank
Wyoming
$2.24K -$6.39K -64 -74%
PWA
1502
Physician Wealth Advisors
Utah
$2.18K -$36.9K -369 -94%
SRCM
1503
Signature Resources Capital Management
California
$2.14K -$78.7K -788 -97%
Q1WB
1504
Quest 10 Wealth Builders
Virginia
$1.95K -$200 -2 -9%
1L
1505
10Elms LLP
Oklahoma
$1.95K
CJ
1506
Caitlin John
Michigan
$1.95K
SAP
1507
Strategic Advisory Partners
North Carolina
$1.75K +$1.8K +18 New
SAS
1508
Spurstone Advisory Services
Connecticut
$1.65K
WWMSC
1509
Wagner Wealth Management (South Carolina)
South Carolina
$1.65K +$1.7K +17 New
LCOV
1510
London Company of Virginia
Virginia
$1.51K -$647K -6,479 -100%
DAM
1511
Delta Asset Management
Tennessee
$1.17K +$1.2K +12 New
HCA
1512
Harbor Capital Advisors
Illinois
$1K
RMP
1513
Richards, Merrill & Peterson
Washington
$778 +$799 +8 New
ACB
1514
Aristotle Capital Boston
Massachusetts
$704 -$5.99K -60 -90%
RCM
1515
Raleigh Capital Management
North Carolina
$8 -$87.5K -876 Closed
AWM
1516
Axxcess Wealth Management
California
-$12M -124,264 Closed
BJL
1517
Brighton Jones LLC
Washington
-$10.4M -108,050 Closed
SAM
1518
Sawgrass Asset Management
Florida
-$9.08M -94,358 Closed
ACM
1519
Argent Capital Management
Missouri
-$7.72M -80,192 Closed
TA
1520
TFB Advisors
Kansas
-$3.57M -37,058 Closed
JWCA
1521
J.W. Cole Advisors
Florida
-$3.06M -36,726 Closed
VCM
1522
Virtue Capital Management
Tennessee
-$1.74M -26,696 Closed
DAS
1523
Diversify Advisory Services
Utah
-$2.09M -20,721 Closed
SL
1524
SWMG LLC
Texas
-$1.96M -19,213 Closed
FWM
1525
FMB Wealth Management
California
-$1.8M -18,651 Closed