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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
HTC
201
Haverford Trust Company
Pennsylvania
$8.46M
PGF
202
Plan Group Financial
Oklahoma
$8.45M
SF
203
Summit Financial
New Jersey
$8.44M
PPWM
204
Paragon Private Wealth Management
Kentucky
$8.44M
SFP
205
Strategic Financial Partners
Oregon
$8.38M
CAM
206
Campion Asset Management
Virginia
$8.38M
FB
207
Fulton Bank
Pennsylvania
$8.22M
SQA
208
Simon Quick Advisors
New Jersey
$8.14M
TPCW
209
TD Private Client Wealth
New York
$7.98M
SC
210
Savant Capital
Illinois
$7.96M
SA
211
Sincerus Advisory
New York
$7.76M
JFGIW
212
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.71M
BFG
213
Bleakley Financial Group
New Jersey
$7.58M
SDWMA
214
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.55M
BWA
215
Beam Wealth Advisors
Louisiana
$7.52M
OCM
216
One Capital Management
California
$7.46M
SIC
217
Salem Investment Counselors
North Carolina
$7.37M
CFG
218
Citizens Financial Group
Rhode Island
$7.32M
QCM
219
Quantinno Capital Management
New York
$7.26M
RWP
220
RWA Wealth Partners
Massachusetts
$7.24M
DT
221
Diversified Trust
Tennessee
$7.14M
FAM
222
Forte Asset Management
New York
$7.02M
CAM
223
Carret Asset Management
New York
$7.01M
BWFA
224
Baltimore-Washington Financial Advisors
Maryland
$7.01M
ACA
225
Aptus Capital Advisors
Alabama
$6.92M