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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
RSWM
451
Robertson Stephens Wealth Management
California
$642K
BFA
452
Bragg Financial Advisors
North Carolina
$638K
QCM
453
QRG Capital Management
Illinois
$633K
OAM
454
Oppenheimer Asset Management
New York
$629K
RTL
455
Red Tortoise LLC
Georgia
$629K
B
456
Bensler
Washington
$628K
DRP
457
Decker Retirement Planning
Utah
$628K
GWA
458
Geometric Wealth Advisors
District of Columbia
$627K
FMN
459
Financial Management Network
California
$627K
E3F
460
Eight 31 Financial
Texas
$621K
PC
461
Port Capital
Illinois
$619K
AAS
462
Annex Advisory Services
Wisconsin
$615K
PB
463
Pinnacle Bancorp
Nebraska
$611K
BB
464
Busey Bank
Illinois
$610K
CTC
465
Central Trust Company
Missouri
$610K
PWP
466
Principle Wealth Partners
Connecticut
$599K
NLA
467
Northern Lights Advisors
Washington
$595K
IA
468
Integrity Alliance
Iowa
$591K
DWT
469
Dorsey & Whitney Trust
South Dakota
$591K
WH
470
Willner & Heller
California
$591K
SA
471
Skyline Advisors
Washington
$587K
CB
472
Centennial Bank
Arkansas
$585K
MCM
473
Manchester Capital Management
Vermont
$579K
CA
474
Centennial Advisors
Texas
$579K
GAA
475
Guardian Asset Advisors
Pennsylvania
$573K