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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
LWAM
1526
Legacy Wealth Asset Management
Minnesota
EFL
1527
ERn Financial LLC
Wisconsin
SMI
1528
Shelter Mutual Insurance
Missouri
HNWA
1529
Henrickson Nauta Wealth Advisors
Michigan
PCM
1530
Princeton Capital Management
New Jersey
BCAM
1531
Boston Common Asset Management
Massachusetts
BWM
1532
BAM Wealth Management
Colorado
SP
1533
SmartHarvest Portfolios
Washington
ClearBridge Investments
1534
ClearBridge Investments
New York
AG
1535
AlTi Global
New York
CIAS
1536
CFS Investment Advisory Services
New Jersey
CA
1537
Clune & Associates
Illinois
DIP
1538
Davis Investment Partners
North Carolina
SAW
1539
Signal Advisors Wealth
Michigan
TH
1540
TCTC Holdings
Texas
HH
1541
Hilltop Holdings
Texas
SFG
1542
Sovereign Financial Group
Connecticut
BWM
1543
BCS Wealth Management
Tennessee
SHJ
1544
Sharkey, Howes & Javer
Colorado
CWM
1545
Collaborative Wealth Management
Florida
GWM
1546
GDS Wealth Management
Texas
BFWA
1547
Benchmark Financial Wealth Advisors
Florida
NPF
1548
Norris Perne & French
Michigan
HIS
1549
Horizon Investment Services
Indiana
DT
1550
DV Trading
Illinois