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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
PTC
326
Private Trust Company
Ohio
$1.3M
CCM
327
Coldstream Capital Management
Washington
$1.29M
CHJWM
328
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M
BlackRock
329
BlackRock
New York
$1.26M
HWM
330
HB Wealth Management
Georgia
$1.25M
TCA
331
Transcend Capital Advisors
New Jersey
$1.25M
Kayne Anderson Rudnick Investment Management
332
Kayne Anderson Rudnick Investment Management
California
$1.25M
NPT
333
National Philanthropic Trust
Pennsylvania
$1.24M
CAM
334
Cozad Asset Management
Illinois
$1.23M
AWA
335
Asempa Wealth Advisors
Louisiana
$1.22M
EK
336
Evensky & Katz
Florida
$1.21M
BAM
337
Belpointe Asset Management
Nevada
$1.21M
FCA
338
Fortis Capital Advisors
Kansas
$1.21M
UCFA
339
United Capital Financial Advisors
Texas
$1.19M
CWL
340
Causey Wealth LLC
Colorado
$1.19M
SFWC
341
Strategic Family Wealth Counselors
New Jersey
$1.17M
TI
342
Truepoint Inc
Ohio
$1.16M
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$1.16M
R
344
Rebalance
California
$1.16M
SFA
345
Sequoia Financial Advisors
Ohio
$1.15M
IIM
346
Ipswich Investment Management
Massachusetts
$1.15M
MFWP
347
Mosaic Family Wealth Partners
Missouri
$1.15M
GT
348
Glenview Trust
Kentucky
$1.13M
GTWM
349
Global Trust Wealth Management
Florida
$1.13M
PFBT
350
Parkside Financial Bank & Trust
Missouri
$1.13M