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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
ATPW
151
Ashton Thomas Private Wealth
Arizona
$15.4M
FF
152
Fox Financial
Pennsylvania
$15.4M
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$15.2M
BC
154
Bricktown Capital
Michigan
$14.8M
TF
155
Tompkins Financial
New York
$14.8M
LLWM
156
Life Line Wealth Management
California
$14.4M
TBWA
157
Three Bridge Wealth Advisors
California
$14.3M
ALA
158
Atlas Legacy Advisors
California
$14.3M
GF
159
GGM Financials
Ohio
$13.9M
PWAM
160
Private Wealth Asset Management
Iowa
$13.7M
MNBTD
161
Moody National Bank Trust Division
Texas
$13.3M
WTB
162
Washington Trust Bank
Washington
$13M
PWM
163
Perigon Wealth Management
California
$12.9M
Bessemer Group
164
Bessemer Group
New Jersey
$12.9M
KFS
165
Krane Financial Solutions
California
$12.9M
ONB
166
Old National Bancorp
Indiana
$12.9M
PCIA
167
Prime Capital Investment Advisors
Kansas
$12.7M
B
168
Bailard
California
$12.6M
AG
169
Ascent Group
Virginia
$12.4M
TMWM
170
Taylor & Morgan Wealth Management
Michigan
$12.4M
HCA
171
Heck Capital Advisors
Wisconsin
$12.2M
FNT
172
First National Trust
Pennsylvania
$11.5M
KOC
173
Koss-Olinger Consulting
Florida
$11.1M
MCM
174
MV Capital Management
Maryland
$11M
MGIA
175
Moneta Group Investment Advisors
Missouri
$10.9M