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iShares Russell Mid-Cap ETF

1,500 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, 454 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: 1,5161,500 (-16)

14% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 530

Holders
1,500
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
D.E. Shaw & Co
1526
D.E. Shaw & Co
New York
LWAM
1527
Legacy Wealth Asset Management
Minnesota
EFL
1528
ERn Financial LLC
Wisconsin
SMI
1529
Shelter Mutual Insurance
Missouri
HNWA
1530
Henrickson Nauta Wealth Advisors
Michigan
PCM
1531
Princeton Capital Management
New Jersey
BCAM
1532
Boston Common Asset Management
Massachusetts
BWM
1533
BAM Wealth Management
Colorado
SP
1534
SmartHarvest Portfolios
Washington
ClearBridge Investments
1535
ClearBridge Investments
New York
AG
1536
AlTi Global
New York
CIAS
1537
CFS Investment Advisory Services
New Jersey
CA
1538
Clune & Associates
Illinois
DIP
1539
Davis Investment Partners
North Carolina
SAW
1540
Signal Advisors Wealth
Michigan
TH
1541
TCTC Holdings
Texas
HH
1542
Hilltop Holdings
Texas
SFG
1543
Sovereign Financial Group
Connecticut
BWM
1544
BCS Wealth Management
Tennessee
SHJ
1545
Sharkey, Howes & Javer
Colorado
CWM
1546
Collaborative Wealth Management
Florida
GWM
1547
GDS Wealth Management
Texas
BFWA
1548
Benchmark Financial Wealth Advisors
Florida
NPF
1549
Norris Perne & French
Michigan
HIS
1550
Horizon Investment Services
Indiana