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iShares Russell Mid-Cap Value ETF

982 hedge funds and large institutions have $11.2B invested in iShares Russell Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 264 increasing their positions, 367 reducing their positions, and 50 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:

less funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $11.6B → $11.2B (-$358M)

1.54% less ownership

Funds ownership: 79.46%77.92% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 367

Holders
982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.88M
Puts
$904K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$2.14M
AWA
252
Arkadios Wealth Advisors
Georgia
$2.13M
CAM
253
Cresset Asset Management
Illinois
$2.11M
HGWM
254
Horst & Graben Wealth Management
Oregon
$2.11M
CL
255
Choreo LLC
Illinois
$2.1M
GIM
256
Goelzer Investment Management
Indiana
$2.09M
MWM
257
Meridian Wealth Management
Kentucky
$2.07M
LOWM
258
Laurel Oak Wealth Management
New Jersey
$2.07M
NF
259
Nvest Financial
New Hampshire
$2.04M
PWS
260
Peloton Wealth Strategists
Indiana
$2.03M
TWM
261
Tradition Wealth Management
Minnesota
$2.01M
BMCM
262
Bryn Mawr Capital Management
Pennsylvania
$2M
AAS
263
Ameritas Advisory Services
Nebraska
$1.98M
BIA
264
BHK Investment Advisors
Alabama
$1.98M
BB
265
Berkshire Bank
Massachusetts
$1.96M
TG
266
TCW Group
California
$1.94M
TWIM
267
TIAA Wealth Investment Management
New York
$1.94M
Wealthfront Advisers
268
Wealthfront Advisers
California
$1.92M
KWM
269
Kingsview Wealth Management
Oregon
$1.89M
BEI
270
Benjamin Edwards Inc
Missouri
$1.88M
PS
271
Principal Securities
Iowa
$1.88M
WSFS
272
Wilmington Savings Fund Society
Delaware
$1.87M
Nomura Asset Management
273
Nomura Asset Management
Japan
$1.84M
DADC
274
D.A. Davidson & Co
Montana
$1.82M
RFWA
275
RPg Family Wealth Advisory
Massachusetts
$1.77M