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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
DT
1551
DV Trading
Illinois
FLA
1552
Financial Life Advisors
Texas
NDBT
1553
North Dallas Bank & Trust
Texas
PWP
1554
Phillips Wealth Planners
Mississippi
SA
1555
Sovran Advisors
California
NL
1556
Navalign LLC
California
VDBMI
1557
Van Den Berg Management I
Texas
CA
1558
Cresta Advisors
Texas
VWWMG
1559
Vermillion & White Wealth Management Group
Pennsylvania
CP
1560
Covenant Partners
Tennessee
MFC
1561
Mechanics Financial Corp
Ohio
OC
1562
Optima Capital
Oregon
GAFA
1563
Garton & Associates Financial Advisors
Kentucky
EWA
1564
EQ Wealth Advisors
Texas
MFA
1565
Morling Financial Advisors
California
WWM
1566
Woodside Wealth Management
Massachusetts
CRI
1567
Commonwealth Retirement Investments
Virginia
PIS
1568
POM Investment Strategies
North Carolina
CWP
1569
Concord Wealth Partners
Virginia
FPF
1570
First Pacific Financial
Washington
TWD
1571
True Wealth Design
Ohio
HCMG
1572
Howard Capital Management Group
California
TPBG
1573
Turning Point Benefit Group
Maryland
DF
1574
DecisionPoint Financial
Arizona
CYG
1575
Clean Yield Group
Vermont