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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
MWM
1526
Moulton Wealth Management
Washington
-$1.54M -15,871 Closed
Qube Research & Technologies (QRT)
1527
Qube Research & Technologies (QRT)
United Kingdom
-$1.4M -14,531 Closed
TSS
1528
Two Sigma Securities
New York
-$1.18M -12,247 Closed
ACGA
1529
Atlanta Consulting Group Advisors
Georgia
-$1.12M -11,654 Closed
OC
1530
Opal Capital
Florida
-$761K -7,451 Closed
IA
1531
IFG Advisory
Georgia
-$519K -5,390 Closed
ISFAN
1532
Investor's Fiduciary Advisor Network
Washington
-$509K -5,296 Closed
NFC
1533
Northstar Financial Companies
Pennsylvania
-$506K -5,255 Closed
IAM
1534
Iridian Asset Management
Connecticut
-$503K -5,220 Closed
SCM
1535
SOL Capital Management
Maryland
-$499K -5,180 Closed
JSL
1536
JT Stratford LLC
Georgia
-$454K -4,721 Closed
D.E. Shaw & Co
1537
D.E. Shaw & Co
New York
-$439K -4,563 Closed
LWAM
1538
Legacy Wealth Asset Management
Minnesota
-$431K -4,474 Closed
EFL
1539
ERn Financial LLC
Wisconsin
-$425K -4,416 Closed
SMI
1540
Shelter Mutual Insurance
Missouri
-$383K -3,980 Closed
HNWA
1541
Henrickson Nauta Wealth Advisors
Michigan
-$369K -3,695 Closed
PCM
1542
Princeton Capital Management
New Jersey
-$354K -3,677 Closed
BCAM
1543
Boston Common Asset Management
Massachusetts
-$347K -3,602 Closed
BWM
1544
BAM Wealth Management
Colorado
-$327K -3,399 Closed
SP
1545
SmartHarvest Portfolios
Washington
-$326K -3,388 Closed
ClearBridge Investments
1546
ClearBridge Investments
New York
-$313K -3,250 Closed
AG
1547
AlTi Global
New York
-$310K -3,216 Closed
CIAS
1548
CFS Investment Advisory Services
New Jersey
-$286K -2,969 Closed
CA
1549
Clune & Associates
Illinois
-$279K -2,900 Closed
DIP
1550
Davis Investment Partners
North Carolina
-$276K -2,868 Closed