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iShares Russell Mid-Cap ETF

1,511 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 101 funds opening new positions, 459 increasing their positions, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
TH
1551
TCTC Holdings
Texas
HH
1552
Hilltop Holdings
Texas
SFG
1553
Sovereign Financial Group
Connecticut
BWM
1554
BCS Wealth Management
Tennessee
SHJ
1555
Sharkey, Howes & Javer
Colorado
CWM
1556
Collaborative Wealth Management
Florida
GWM
1557
GDS Wealth Management
Texas
BFWA
1558
Benchmark Financial Wealth Advisors
Florida
NPF
1559
Norris Perne & French
Michigan
HIS
1560
Horizon Investment Services
Indiana
DT
1561
DV Trading
Illinois
FLA
1562
Financial Life Advisors
Texas
NDBT
1563
North Dallas Bank & Trust
Texas
PWP
1564
Phillips Wealth Planners
Mississippi
SA
1565
Sovran Advisors
California
NL
1566
Navalign LLC
California
VDBMI
1567
Van Den Berg Management I
Texas
CA
1568
Cresta Advisors
Texas
VWWMG
1569
Vermillion & White Wealth Management Group
Pennsylvania
CP
1570
Covenant Partners
Tennessee
MFC
1571
Mechanics Financial Corp
Ohio
OC
1572
Optima Capital
Oregon
GAFA
1573
Garton & Associates Financial Advisors
Kentucky
EWA
1574
EQ Wealth Advisors
Texas
MFA
1575
Morling Financial Advisors
California