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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
RFWA
276
RPg Family Wealth Advisory
Massachusetts
$1.77M
VWM
277
Vertrix Wealth Management
Michigan
$1.77M
CAG
278
Csenge Advisory Group
Florida
$1.76M
RCAG
279
Rehmann Capital Advisory Group
Michigan
$1.76M
ES
280
Eagle Strategies
New York
$1.75M
IFPG
281
Intrepid Financial Planning Group
Indiana
$1.73M
CFB
282
Cullen/Frost Bankers
Texas
$1.71M
ACA
283
Aptus Capital Advisors
Alabama
$1.71M
HF
284
HRT Financial
New York
$1.71M
RPG
285
Risk Paradigm Group
Texas
$1.7M
FNBOO
286
First National Bank of Omaha
Nebraska
$1.7M
CP
287
Camelot Portfolios
Ohio
$1.69M
SAM
288
Secure Asset Management
Michigan
$1.69M
CC
289
Courier Capital
New York
$1.67M
CFO
290
Callan Family Office
Pennsylvania
$1.67M
PFA
291
Pure Financial Advisors
California
$1.65M
MAM
292
MWA Asset Management
Massachusetts
$1.64M
NW
293
Naviter Wealth
Arkansas
$1.63M
MFIM
294
Mesirow Financial Investment Management
Illinois
$1.6M
TPI
295
Trust Point Inc
Wisconsin
$1.6M
LB
296
Legacy Bridge
Iowa
$1.6M
TPCW
297
TD Private Client Wealth
New York
$1.59M
PSF
298
Pacific Sun Financial
California
$1.59M
Jane Street
299
Jane Street
New York
$1.58M
AFP
300
Ausdal Financial Partners
Iowa
$1.56M