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iShares Russell Mid-Cap ETF

1,511 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 101 funds opening new positions, 459 increasing their positions, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
PWA
1501
Physician Wealth Advisors
Utah
$2.18K
SRCM
1502
Signature Resources Capital Management
California
$2.14K
Q1WB
1503
Quest 10 Wealth Builders
Virginia
$1.95K
1L
1504
10Elms LLP
Oklahoma
$1.95K
CJ
1505
Caitlin John
Michigan
$1.95K
SAP
1506
Strategic Advisory Partners
North Carolina
$1.75K
SAS
1507
Spurstone Advisory Services
Connecticut
$1.65K
WWMSC
1508
Wagner Wealth Management (South Carolina)
South Carolina
$1.65K
LCOV
1509
London Company of Virginia
Virginia
$1.51K
DAM
1510
Delta Asset Management
Tennessee
$1.17K
HCA
1511
Harbor Capital Advisors
Illinois
$1K
RMP
1512
Richards, Merrill & Peterson
Washington
$778
ACB
1513
Aristotle Capital Boston
Massachusetts
$704
RCM
1514
Raleigh Capital Management
North Carolina
$8
AWM
1515
Axxcess Wealth Management
California
BJL
1516
Brighton Jones LLC
Washington
SAM
1517
Sawgrass Asset Management
Florida
ACM
1518
Argent Capital Management
Missouri
TA
1519
TFB Advisors
Kansas
JWCA
1520
J.W. Cole Advisors
Florida
VCM
1521
Virtue Capital Management
Tennessee
DAS
1522
Diversify Advisory Services
Utah
SL
1523
SWMG LLC
Texas
FWM
1524
FMB Wealth Management
California
MWM
1525
Moulton Wealth Management
Washington