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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
WFA
101
WestHill Financial Advisors
California
$11M
JFG
102
JMG Financial Group
Illinois
$10.8M
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$10.3M
CG
104
Corundum Group
Colorado
$10M
XF
105
XML Financial
Maryland
$9.88M
MML Investors Services
106
MML Investors Services
Massachusetts
$9.7M
P
107
&Partners
Tennessee
$9.65M
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$9.63M
SAG
109
Sentinel Advisory Group
Wisconsin
$9.52M
TFCP
110
Twin Focus Capital Partners
Massachusetts
$9.52M
HBS
111
Howard Bailey Securities
Indiana
$9.4M
MB
112
MidFirst Bank
Oklahoma
$9.24M
PAS
113
Park Avenue Securities
New York
$9.16M
EARNEST Partners
114
EARNEST Partners
Georgia
$8.98M
CI
115
Conning Inc
Connecticut
$8.7M
UB
116
UMB Bank
Missouri
$8.4M
LEA
117
Legacy Edge Advisors
New York
$8.22M
PAG
118
Private Advisor Group
New Jersey
$8.09M
SA
119
Sanctuary Advisors
Indiana
$8M
IWM
120
Inlight Wealth Management
Georgia
$7.88M
IWA
121
Inspirion Wealth Advisors
Illinois
$7.73M
PIA
122
Powell Investment Advisors
Florida
$7.69M
MCCA
123
Mill Creek Capital Advisors
Pennsylvania
$7.67M
SWGC
124
Summit Wealth Group (Colorado)
Colorado
$7.42M
SFS
125
Sowell Financial Services
Arkansas
$7.36M