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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
ACA
301
Affinity Capital Advisors
California
$1.51M
I2I
302
Insight 2811 Inc
Illinois
$1.49M
BFC
303
Bedel Financial Consulting
Indiana
$1.48M
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$1.46M
FI
305
FWG Investments
Kentucky
$1.46M
YIH
306
Y-Intercept (HK)
Hong Kong
$1.45M
BFS
307
Bradley Foster & Sargent
Connecticut
$1.44M
PFS
308
Prospera Financial Services
Texas
$1.42M
CC
309
Clearwave Capital
California
$1.42M
GC
310
Granville Capital
North Carolina
$1.41M
PWP
311
Ponta Wealth Partners
Florida
$1.41M
MCM
312
MV Capital Management
Maryland
$1.41M
FGG
313
Financial Guidance Group
Florida
$1.4M
NG
314
Norden Group
Utah
$1.39M
Neuberger Berman Group
315
Neuberger Berman Group
New York
$1.39M
LGG
316
Luts & Greenleigh Group
Maryland
$1.36M
GIA
317
Gladstone Institutional Advisory
Florida
$1.34M
WA
318
Walsh & Associates
Florida
$1.33M
SCG
319
Sonata Capital Group
Washington
$1.32M
CRC
320
Curi RMB Capital
Illinois
$1.32M
CWMP
321
Clarion Wealth Managment Partners
Virginia
$1.31M
FNT
322
First National Trust
Pennsylvania
$1.3M
PTC
323
Private Trust Company
Ohio
$1.3M
CCM
324
Coldstream Capital Management
Washington
$1.29M
CHJWM
325
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M