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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
FNT
326
First National Trust
Pennsylvania
$1.3M
PTC
327
Private Trust Company
Ohio
$1.3M
CCM
328
Coldstream Capital Management
Washington
$1.29M
TBFA
329
Three Bearings Fiduciary Advisors
New Hampshire
$1.27M
CHJWM
330
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M
BlackRock
331
BlackRock
New York
$1.26M
HWM
332
HB Wealth Management
Georgia
$1.25M
TCA
333
Transcend Capital Advisors
New Jersey
$1.25M
Kayne Anderson Rudnick Investment Management
334
Kayne Anderson Rudnick Investment Management
California
$1.25M
NPT
335
National Philanthropic Trust
Pennsylvania
$1.24M
CAM
336
Cozad Asset Management
Illinois
$1.23M
AWA
337
Asempa Wealth Advisors
Louisiana
$1.22M
EK
338
Evensky & Katz
Florida
$1.21M
BAM
339
Belpointe Asset Management
Nevada
$1.21M
FCA
340
Fortis Capital Advisors
Kansas
$1.21M
UCFA
341
United Capital Financial Advisors
Texas
$1.19M
CWL
342
Causey Wealth LLC
Colorado
$1.19M
SFWC
343
Strategic Family Wealth Counselors
New Jersey
$1.17M
TI
344
Truepoint Inc
Ohio
$1.16M
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$1.16M
R
346
Rebalance
California
$1.16M
SFA
347
Sequoia Financial Advisors
Ohio
$1.15M
IIM
348
Ipswich Investment Management
Massachusetts
$1.15M
MFWP
349
Mosaic Family Wealth Partners
Missouri
$1.15M
GT
350
Glenview Trust
Kentucky
$1.13M