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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 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
MGIA
176
Moneta Group Investment Advisors
Missouri
$10.9M +$243K +2,433 +2%
SC
177
Steph & Co
Wisconsin
$10.9M -$1.97M -19,734 -15%
PWP
178
PrairieView Wealth Partners
Illinois
$10.8M +$186K +1,863 +2%
PG
179
Proffitt & Goodson
Tennessee
$10.5M -$404K -4,042 -4%
SG
180
StoneX Group
New York
$10.5M +$492K +4,924 +5%
STA
181
Summit Trail Advisors
New York
$10.4M +$9.75M +97,641 +1,056%
WB
182
West Bancorporation
Iowa
$10.3M +$1.62M +16,222 +18%
FHC
183
First Horizon Corporation
Tennessee
$10.3M -$171K -1,712 -2%
MWM
184
Meridian Wealth Management
Kentucky
$10.3M +$7.89M +79,026 +297%
KFAA
185
Klaas Financial Asset Advisors
Illinois
$10.2M +$10.4M +104,564 New
VOYA Investment Management
186
VOYA Investment Management
Georgia
$10.1M +$975K +9,756 +10%
MT
187
Midwest Trust
Kansas
$9.96M +$2.13M +21,370 +26%
GT
188
Glenmede Trust
Pennsylvania
$9.75M -$70.5K -706 -0.7%
VCM
189
Versant Capital Management
Arizona
$9.56M +$9.41M +94,210 +2,273%
FNFDCM
190
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.44M -$116K -1,165 -1%
SWM
191
Shelton Wealth Management
Texas
$9.31M +$1.69M +16,930 +21%
MKW
192
Mullaney, Keating & Wright
Connecticut
$9.31M -$63.1K -632 -0.7%
LPAM
193
Lodestar Private Asset Management
California
$9.07M -$260K -2,598 -3%
HPM
194
Hoxton Planning & Management
West Virginia
$8.92M +$57.9K +580 +0.6%
TLA
195
Tanglewood Legacy Advisors
Texas
$8.91M +$53.5K +536 +0.6%
TPI
196
Trust Point Inc
Wisconsin
$8.83M -$197K -1,969 -2%
KPWS
197
Kestra Private Wealth Services
Texas
$8.79M +$1.06M +10,626 +13%
IC
198
IEQ Capital
California
$8.78M +$366K +3,668 +4%
NW
199
NewEdge Wealth
Pennsylvania
$8.69M +$615K +6,153 +7%
IBOK
200
Independence Bank of Kentucky
Kentucky
$8.68M +$162K +1,619 +2%