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
RPC
201
Rossmore Private Capital
Connecticut
$8.67M -$49.7K -498 -0.6%
HTC
202
Haverford Trust Company
Pennsylvania
$8.46M -$227K -2,271 -3%
PGF
203
Plan Group Financial
Oklahoma
$8.45M -$433K -4,334 -5%
SF
204
Summit Financial
New Jersey
$8.44M +$1.6M +15,976 +23%
PPWM
205
Paragon Private Wealth Management
Kentucky
$8.44M +$249K +2,488 +3%
SFP
206
Strategic Financial Partners
Oregon
$8.38M -$1.36M -13,568 -14%
CAM
207
Campion Asset Management
Virginia
$8.38M -$41.7K -417 -0.5%
FB
208
Fulton Bank
Pennsylvania
$8.22M -$37K -370 -0.4%
SQA
209
Simon Quick Advisors
New Jersey
$8.14M -$460K -4,609 -5%
TPCW
210
TD Private Client Wealth
New York
$7.98M +$2.92M +29,182 +55%
SC
211
Savant Capital
Illinois
$7.96M -$13.4K -134 -0.2%
SA
212
Sincerus Advisory
New York
$7.76M +$304K +3,044 +4%
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.71M +$2.37M +23,722 +43%
BFG
214
Bleakley Financial Group
New Jersey
$7.58M -$8.09K -81 -0.1%
SDWMA
215
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.55M -$109K -1,089 -1%
BWA
216
Beam Wealth Advisors
Louisiana
$7.52M +$397K +3,970 +5%
OCM
217
One Capital Management
California
$7.46M +$1.99M +19,896 +35%
SIC
218
Salem Investment Counselors
North Carolina
$7.37M -$5.29K -53 -0.1%
CFG
219
Citizens Financial Group
Rhode Island
$7.32M -$327K -3,273 -4%
QCM
220
Quantinno Capital Management
New York
$7.26M +$3.56M +35,664 +91%
RWP
221
RWA Wealth Partners
Massachusetts
$7.24M -$16.7K -167 -0.2%
DT
222
Diversified Trust
Tennessee
$7.14M -$495K -4,954 -6%
FAM
223
Forte Asset Management
New York
$7.02M +$38.6K +386 +0.5%
CAM
224
Carret Asset Management
New York
$7.01M +$59K +591 +0.8%
BWFA
225
Baltimore-Washington Financial Advisors
Maryland
$7.01M -$199K -1,989 -3%