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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
AQR Capital Management
226
AQR Capital Management
Connecticut
$2.61M
William Blair & Company
227
William Blair & Company
Illinois
$2.61M
WT
228
Whittier Trust
California
$2.61M
WTC
229
WhitTier Trust Company
Nevada
$2.6M
PA
230
Parallel Advisors
California
$2.6M
WANY
231
Wealthspire Advisors (New York)
New York
$2.59M
HIP
232
HUB Investment Partners
Texas
$2.57M
GWM
233
Geneos Wealth Management
Colorado
$2.57M
BPA
234
Beacon Pointe Advisors
California
$2.53M
QCG
235
Quadrant Capital Group
Ohio
$2.51M
LWP
236
LMG Wealth Partners
Louisiana
$2.5M
AFG
237
Atomi Financial Group
New York
$2.49M
BOH
238
Bank of Hawaii
Hawaii
$2.46M
IIC
239
Ironwood Investment Counsel
Arizona
$2.46M
NFW
240
Noble Family Wealth
Florida
$2.45M
SWP
241
Stratos Wealth Partners
Ohio
$2.43M
AFG
242
Allegheny Financial Group
Pennsylvania
$2.43M
IAA
243
Independent Advisor Alliance
North Carolina
$2.42M
BP
244
Ballentine Partners
Massachusetts
$2.36M
Citigroup
245
Citigroup
New York
$2.33M
MC
246
Matters Capital
Florida
$2.29M
VNT
247
Vanguard National Trust
Pennsylvania
$2.27M
Bessemer Group
248
Bessemer Group
New Jersey
$2.26M
PCM
249
Pointe Capital Management
Michigan
$2.24M
RWP
250
RWA Wealth Partners
Massachusetts
$2.21M