We are live on ! Find out more
IWR icon

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 101 funds opening new positions, 459 increasing their positions, 534 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

29% more first-time investments, than exits

New positions opened: 101 | 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)

1% less funds holding

Funds holding: 1,5201,512 (-8)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 534

Holders
1,512
Holders Change
-8
Holders Change %
-0.53%
% of All Funds
18.61%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.71%
New
101
Increased
459
Reduced
534
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
WC
151
Woodstock Corp
Massachusetts
$15.5M -$345K -3,449 -2%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$15.4M -$123K -1,234 -0.8%
FF
153
Fox Financial
Pennsylvania
$15.4M +$140K +1,405 +0.9%
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$15.2M -$16.8M -168,484 -52%
BC
155
Bricktown Capital
Michigan
$14.8M
TF
156
Tompkins Financial
New York
$14.8M +$3.55M +35,530 +31%
LLWM
157
Life Line Wealth Management
California
$14.4M +$11.6M +116,030 +362%
TBWA
158
Three Bridge Wealth Advisors
California
$14.3M +$1.11M +11,128 +8%
ALA
159
Atlas Legacy Advisors
California
$14.3M +$335K +3,349 +2%
GF
160
GGM Financials
Ohio
$13.9M +$433K +4,330 +3%
PWAM
161
Private Wealth Asset Management
Iowa
$13.7M -$42.5K -425 -0.3%
MNBTD
162
Moody National Bank Trust Division
Texas
$13.3M -$103K -1,036 -0.8%
WTB
163
Washington Trust Bank
Washington
$13M -$66.3K -664 -0.5%
PWM
164
Perigon Wealth Management
California
$12.9M -$175K -1,751 -1%
Bessemer Group
165
Bessemer Group
New Jersey
$12.9M -$715K -7,159 -5%
KFS
166
Krane Financial Solutions
California
$12.9M +$13.3M +132,678 New
ONB
167
Old National Bancorp
Indiana
$12.9M +$75K +751 +0.6%
PCIA
168
Prime Capital Investment Advisors
Kansas
$12.7M +$2.15M +21,565 +20%
B
169
Bailard
California
$12.6M -$18.8K -188 -0.1%
AG
170
Ascent Group
Virginia
$12.4M +$22.5K +225 +0.2%
TMWM
171
Taylor & Morgan Wealth Management
Michigan
$12.4M +$675K +6,754 +6%
HCA
172
Heck Capital Advisors
Wisconsin
$12.2M -$3.53M -35,309 -22%
FNT
173
First National Trust
Pennsylvania
$11.5M +$358K +3,588 +3%
KOC
174
Koss-Olinger Consulting
Florida
$11.1M -$3.94M -39,405 -26%
MCM
175
MV Capital Management
Maryland
$11M +$976K +9,772 +9%