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iShares Russell Mid-Cap Value ETF

974 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, 261 increasing their positions, 364 reducing their positions, and 51 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 capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 986974 (-12)

1.67% less ownership

Funds ownership: 79.42%77.75% (-1.7%)

28% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 364

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
JFG
101
JMG Financial Group
Illinois
$10.8M
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$10.3M
CG
103
Corundum Group
Colorado
$10M
XF
104
XML Financial
Maryland
$9.88M
MML Investors Services
105
MML Investors Services
Massachusetts
$9.7M
P
106
&Partners
Tennessee
$9.65M
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$9.63M
SAG
108
Sentinel Advisory Group
Wisconsin
$9.52M
TFCP
109
Twin Focus Capital Partners
Massachusetts
$9.52M
HBS
110
Howard Bailey Securities
Indiana
$9.4M
MB
111
MidFirst Bank
Oklahoma
$9.24M
PAS
112
Park Avenue Securities
New York
$9.16M
EARNEST Partners
113
EARNEST Partners
Georgia
$8.98M
CI
114
Conning Inc
Connecticut
$8.7M
UB
115
UMB Bank
Missouri
$8.4M
LEA
116
Legacy Edge Advisors
New York
$8.22M
PAG
117
Private Advisor Group
New Jersey
$8.09M
SA
118
Sanctuary Advisors
Indiana
$8M
IWM
119
Inlight Wealth Management
Georgia
$7.88M
IWA
120
Inspirion Wealth Advisors
Illinois
$7.73M
PIA
121
Powell Investment Advisors
Florida
$7.69M
MCCA
122
Mill Creek Capital Advisors
Pennsylvania
$7.67M
SWGC
123
Summit Wealth Group (Colorado)
Colorado
$7.42M
SFS
124
Sowell Financial Services
Arkansas
$7.36M
KFP
125
KMG Fiduciary Partners
Ohio
$7.36M