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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
SC
176
Steph & Co
Wisconsin
$10.9M
PWP
177
PrairieView Wealth Partners
Illinois
$10.8M
PG
178
Proffitt & Goodson
Tennessee
$10.5M
SG
179
StoneX Group
New York
$10.5M
STA
180
Summit Trail Advisors
New York
$10.4M
WB
181
West Bancorporation
Iowa
$10.3M
FHC
182
First Horizon Corporation
Tennessee
$10.3M
MWM
183
Meridian Wealth Management
Kentucky
$10.3M
KFAA
184
Klaas Financial Asset Advisors
Illinois
$10.2M
VOYA Investment Management
185
VOYA Investment Management
Georgia
$10.1M
MT
186
Midwest Trust
Kansas
$9.96M
GT
187
Glenmede Trust
Pennsylvania
$9.75M
VCM
188
Versant Capital Management
Arizona
$9.56M
FNFDCM
189
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.44M
SWM
190
Shelton Wealth Management
Texas
$9.31M
MKW
191
Mullaney, Keating & Wright
Connecticut
$9.31M
LPAM
192
Lodestar Private Asset Management
California
$9.07M
HPM
193
Hoxton Planning & Management
West Virginia
$8.92M
TLA
194
Tanglewood Legacy Advisors
Texas
$8.91M
TPI
195
Trust Point Inc
Wisconsin
$8.83M
KPWS
196
Kestra Private Wealth Services
Texas
$8.79M
IC
197
IEQ Capital
California
$8.78M
NW
198
NewEdge Wealth
Pennsylvania
$8.69M
IBOK
199
Independence Bank of Kentucky
Kentucky
$8.68M
RPC
200
Rossmore Private Capital
Connecticut
$8.67M