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iShares Russell Mid-Cap Value ETF

986 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 73 funds opening new positions, 265 increasing their positions, 368 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 (-$355M)

1.51% less ownership

Funds ownership: 79.47%77.96% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 368

Holders
986
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
ABWM
251
Alpine Bank Wealth Management
Colorado
$2.19M
IA
252
IFP Advisors
Florida
$2.14M
AWA
253
Arkadios Wealth Advisors
Georgia
$2.13M
CAM
254
Cresset Asset Management
Illinois
$2.11M
HGWM
255
Horst & Graben Wealth Management
Oregon
$2.11M
CL
256
Choreo LLC
Illinois
$2.1M
GIM
257
Goelzer Investment Management
Indiana
$2.09M
MWM
258
Meridian Wealth Management
Kentucky
$2.07M
LOWM
259
Laurel Oak Wealth Management
New Jersey
$2.07M
NF
260
Nvest Financial
New Hampshire
$2.04M
PWS
261
Peloton Wealth Strategists
Indiana
$2.03M
TWM
262
Tradition Wealth Management
Minnesota
$2.01M
BMCM
263
Bryn Mawr Capital Management
Pennsylvania
$2M
AAS
264
Ameritas Advisory Services
Nebraska
$1.98M
BIA
265
BHK Investment Advisors
Alabama
$1.98M
BB
266
Berkshire Bank
Massachusetts
$1.96M
TG
267
TCW Group
California
$1.94M
TWIM
268
TIAA Wealth Investment Management
New York
$1.94M
Wealthfront Advisers
269
Wealthfront Advisers
California
$1.92M
KWM
270
Kingsview Wealth Management
Oregon
$1.89M
BEI
271
Benjamin Edwards Inc
Missouri
$1.88M
PS
272
Principal Securities
Iowa
$1.88M
WSFS
273
Wilmington Savings Fund Society
Delaware
$1.87M
Nomura Asset Management
274
Nomura Asset Management
Japan
$1.84M
DADC
275
D.A. Davidson & Co
Montana
$1.82M