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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
IWM
401
IHT Wealth Management
Illinois
$859K
CGA
402
Crescent Grove Advisors
Illinois
$847K
BRWA
403
B. Riley Wealth Advisors
Florida
$842K
CIA
404
Concurrent Investment Advisors
Florida
$842K
WI
405
Wedgewood Investors
Pennsylvania
$831K
TRCT
406
Tower Research Capital (TRC)
New York
$828K
PCH
407
PGIM Custom Harvest
New Jersey
$818K
DM
408
Diversified Management
Wisconsin
$816K
TPA
409
Trivium Point Advisory
Connecticut
$816K
RBC
410
Romano Brothers & Co
Illinois
$797K
BA
411
Ballew Advisors
Mississippi
$793K
GFP
412
Gryphon Financial Partners
Ohio
$792K
SFPG
413
Stonebridge Financial Planning Group
Florida
$781K
RW
414
Regimen Wealth
Georgia
$780K
MMG
415
Monetary Management Group
Missouri
$780K
KWA
416
Kingswood Wealth Advisors
California
$772K
SEI Investments
417
SEI Investments
Pennsylvania
$770K
PWM
418
Parkshore Wealth Management
California
$770K
AI
419
Atria Investments
North Carolina
$765K
TWP
420
Triad Wealth Partners
Kansas
$757K
TPWA
421
Twin Peaks Wealth Advisors
California
$755K
WWM
422
Western Wealth Management
Colorado
$748K
RMDI
423
R.M. Davis Inc
Maine
$748K
ODIJL
424
One Day In July LLC
Vermont
$740K
SAW
425
Signal Advisors Wealth
Michigan
$738K