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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
SAW
1551
Signal Advisors Wealth
Michigan
-$270K -2,807 Closed
TH
1552
TCTC Holdings
Texas
-$263K -2,734 Closed
HH
1553
Hilltop Holdings
Texas
-$262K -2,720 Closed
SFG
1554
Sovereign Financial Group
Connecticut
-$246K -2,554 Closed
BWM
1555
BCS Wealth Management
Tennessee
-$237K -2,462 Closed
SHJ
1556
Sharkey, Howes & Javer
Colorado
-$236K -2,447 Closed
CWM
1557
Collaborative Wealth Management
Florida
-$235K -2,436 Closed
GWM
1558
GDS Wealth Management
Texas
-$233K -2,425 Closed
BFWA
1559
Benchmark Financial Wealth Advisors
Florida
-$222K -2,305 Closed
NPF
1560
Norris Perne & French
Michigan
-$220K -2,282 Closed
HIS
1561
Horizon Investment Services
Indiana
-$210K -2,183 Closed
DT
1562
DV Trading
Illinois
-$209K -2,173 Closed
FLA
1563
Financial Life Advisors
Texas
-$204K -2,118 Closed
NDBT
1564
North Dallas Bank & Trust
Texas
-$201K -2,090 Closed
PWP
1565
Phillips Wealth Planners
Mississippi
-$205K -2,036 Closed
SA
1566
Sovran Advisors
California
-$203K -2,005 Closed
NL
1567
Navalign LLC
California
-$189K -1,968 Closed
VDBMI
1568
Van Den Berg Management I
Texas
-$174K -1,804 Closed
CA
1569
Cresta Advisors
Texas
-$133K -1,380 Closed
VWWMG
1570
Vermillion & White Wealth Management Group
Pennsylvania
-$123K -1,276 Closed
CP
1571
Covenant Partners
Tennessee
-$112K -1,162 Closed
MFC
1572
Mechanics Financial Corp
Ohio
-$108K -1,127 Closed
OC
1573
Optima Capital
Oregon
-$108K -1,124 Closed
GAFA
1574
Garton & Associates Financial Advisors
Kentucky
-$85.3K -887 Closed
EWA
1575
EQ Wealth Advisors
Texas
-$58.1K -604 Closed