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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
NB
301
Nicolet Bankshares
Wisconsin
$1.52M
BFM
302
Broadview Financial Management
Wisconsin
$1.52M
MFG
303
Merit Financial Group
Georgia
$1.52M
ACA
304
Affinity Capital Advisors
California
$1.51M
I2I
305
Insight 2811 Inc
Illinois
$1.49M
BFC
306
Bedel Financial Consulting
Indiana
$1.48M
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$1.46M
FI
308
FWG Investments
Kentucky
$1.46M
YIH
309
Y-Intercept (HK)
Hong Kong
$1.45M
BFS
310
Bradley Foster & Sargent
Connecticut
$1.44M
PFS
311
Prospera Financial Services
Texas
$1.42M
CC
312
Clearwave Capital
California
$1.42M
GC
313
Granville Capital
North Carolina
$1.41M
PWP
314
Ponta Wealth Partners
Florida
$1.41M
MCM
315
MV Capital Management
Maryland
$1.41M
FGG
316
Financial Guidance Group
Florida
$1.4M
NG
317
Norden Group
Utah
$1.39M
Neuberger Berman Group
318
Neuberger Berman Group
New York
$1.39M
LGG
319
Luts & Greenleigh Group
Maryland
$1.36M
GIA
320
Gladstone Institutional Advisory
Florida
$1.34M
WA
321
Walsh & Associates
Florida
$1.33M
SCG
322
Sonata Capital Group
Washington
$1.32M
CRC
323
Curi RMB Capital
Illinois
$1.32M
CWMP
324
Clarion Wealth Managment Partners
Virginia
$1.31M
FNT
325
First National Trust
Pennsylvania
$1.3M