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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
FTWA
401
Fifth Third Wealth Advisors
Ohio
$866K
KOC
402
Koss-Olinger Consulting
Florida
$865K
IWM
403
IHT Wealth Management
Illinois
$859K
CGA
404
Crescent Grove Advisors
Illinois
$847K
BRWA
405
B. Riley Wealth Advisors
Florida
$842K
CIA
406
Concurrent Investment Advisors
Florida
$842K
WI
407
Wedgewood Investors
Pennsylvania
$831K
TRCT
408
Tower Research Capital (TRC)
New York
$828K
PCH
409
PGIM Custom Harvest
New Jersey
$818K
DM
410
Diversified Management
Wisconsin
$816K
TPA
411
Trivium Point Advisory
Connecticut
$816K
RBC
412
Romano Brothers & Co
Illinois
$797K
BA
413
Ballew Advisors
Mississippi
$793K
GFP
414
Gryphon Financial Partners
Ohio
$792K
SFPG
415
Stonebridge Financial Planning Group
Florida
$781K
RW
416
Regimen Wealth
Georgia
$780K
MMG
417
Monetary Management Group
Missouri
$780K
KWA
418
Kingswood Wealth Advisors
California
$772K
SEI Investments
419
SEI Investments
Pennsylvania
$770K
PWM
420
Parkshore Wealth Management
California
$770K
AI
421
Atria Investments
North Carolina
$765K
TWP
422
Triad Wealth Partners
Kansas
$757K
TPWA
423
Twin Peaks Wealth Advisors
California
$755K
WWM
424
Western Wealth Management
Colorado
$748K
RMDI
425
R.M. Davis Inc
Maine
$748K