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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
ES
276
Eagle Strategies
New York
$1.75M
IFPG
277
Intrepid Financial Planning Group
Indiana
$1.73M
CFB
278
Cullen/Frost Bankers
Texas
$1.71M
ACA
279
Aptus Capital Advisors
Alabama
$1.71M
HF
280
HRT Financial
New York
$1.71M
RPG
281
Risk Paradigm Group
Texas
$1.7M
FNBOO
282
First National Bank of Omaha
Nebraska
$1.7M
CP
283
Camelot Portfolios
Ohio
$1.69M
SAM
284
Secure Asset Management
Michigan
$1.69M
CC
285
Courier Capital
New York
$1.67M
CFO
286
Callan Family Office
Pennsylvania
$1.67M
PFA
287
Pure Financial Advisors
California
$1.65M
MAM
288
MWA Asset Management
Massachusetts
$1.64M
NW
289
Naviter Wealth
Arkansas
$1.63M
MFIM
290
Mesirow Financial Investment Management
Illinois
$1.6M
TPI
291
Trust Point Inc
Wisconsin
$1.6M
LB
292
Legacy Bridge
Iowa
$1.6M
TPCW
293
TD Private Client Wealth
New York
$1.59M
PSF
294
Pacific Sun Financial
California
$1.59M
Jane Street
295
Jane Street
New York
$1.58M
AFP
296
Ausdal Financial Partners
Iowa
$1.56M
PWP
297
Perfromance Wealth Partners
Illinois
$1.54M
NB
298
Nicolet Bankshares
Wisconsin
$1.52M
BFM
299
Broadview Financial Management
Wisconsin
$1.52M
MFG
300
Merit Financial Group
Georgia
$1.52M