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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
BlackRock
326
BlackRock
New York
$1.26M
HWM
327
HB Wealth Management
Georgia
$1.25M
TCA
328
Transcend Capital Advisors
New Jersey
$1.25M
Kayne Anderson Rudnick Investment Management
329
Kayne Anderson Rudnick Investment Management
California
$1.25M
NPT
330
National Philanthropic Trust
Pennsylvania
$1.24M
AWA
331
Asempa Wealth Advisors
Louisiana
$1.22M
EK
332
Evensky & Katz
Florida
$1.21M
BAM
333
Belpointe Asset Management
Nevada
$1.21M
FCA
334
Fortis Capital Advisors
Kansas
$1.21M
UCFA
335
United Capital Financial Advisors
Texas
$1.19M
CWL
336
Causey Wealth LLC
Colorado
$1.19M
SFWC
337
Strategic Family Wealth Counselors
New Jersey
$1.17M
TI
338
Truepoint Inc
Ohio
$1.16M
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$1.16M
R
340
Rebalance
California
$1.16M
SFA
341
Sequoia Financial Advisors
Ohio
$1.15M
IIM
342
Ipswich Investment Management
Massachusetts
$1.15M
MFWP
343
Mosaic Family Wealth Partners
Missouri
$1.15M
GT
344
Glenview Trust
Kentucky
$1.13M
GTWM
345
Global Trust Wealth Management
Florida
$1.13M
PFBT
346
Parkside Financial Bank & Trust
Missouri
$1.13M
GWMIA
347
Global Wealth Management Investment Advisory
Florida
$1.11M
AL
348
ADE LLC
Maryland
$1.1M
FIA
349
Foundations Investment Advisors
Arizona
$1.1M
SF
350
Summit Financial
New Jersey
$1.1M