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iShares Russell Mid-Cap ETF

1,511 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, 533 reducing their positions, and 78 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 (+$1.87B)

0% less funds holding

Funds holding: 1,5181,511 (-7)

14% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 533

Holders
1,511
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
RPC
201
Rossmore Private Capital
Connecticut
$8.67M
HTC
202
Haverford Trust Company
Pennsylvania
$8.46M
PGF
203
Plan Group Financial
Oklahoma
$8.45M
SF
204
Summit Financial
New Jersey
$8.44M
PPWM
205
Paragon Private Wealth Management
Kentucky
$8.44M
SFP
206
Strategic Financial Partners
Oregon
$8.38M
CAM
207
Campion Asset Management
Virginia
$8.38M
FB
208
Fulton Bank
Pennsylvania
$8.22M
SQA
209
Simon Quick Advisors
New Jersey
$8.14M
TPCW
210
TD Private Client Wealth
New York
$7.98M
SC
211
Savant Capital
Illinois
$7.96M
SA
212
Sincerus Advisory
New York
$7.76M
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.71M
BFG
214
Bleakley Financial Group
New Jersey
$7.58M
SDWMA
215
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.55M
BWA
216
Beam Wealth Advisors
Louisiana
$7.52M
OCM
217
One Capital Management
California
$7.46M
SIC
218
Salem Investment Counselors
North Carolina
$7.37M
CFG
219
Citizens Financial Group
Rhode Island
$7.32M
QCM
220
Quantinno Capital Management
New York
$7.26M
RWP
221
RWA Wealth Partners
Massachusetts
$7.24M
DT
222
Diversified Trust
Tennessee
$7.14M
FAM
223
Forte Asset Management
New York
$7.02M
CAM
224
Carret Asset Management
New York
$7.01M
BWFA
225
Baltimore-Washington Financial Advisors
Maryland
$7.01M