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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
GWMIA
351
Global Wealth Management Investment Advisory
Florida
$1.11M
AL
352
ADE LLC
Maryland
$1.1M
FIA
353
Foundations Investment Advisors
Arizona
$1.1M
SF
354
Summit Financial
New Jersey
$1.1M
WIM
355
Warwick Investment Management
Texas
$1.1M
HFBOT
356
Home Federal Bank of Tennessee
Tennessee
$1.08M
JFGIW
357
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.08M
NP
358
NorthRock Partners
Minnesota
$1.08M
CWM
359
Cornerstone Wealth Management
Missouri
$1.08M
Q1WB
360
Quest 10 Wealth Builders
Virginia
$1.07M
VCM
361
Viewpoint Capital Management
Washington
$1.06M
SVWAG
362
Sound View Wealth Advisors Group
Georgia
$1.06M
FOA
363
Five Oceans Advisors
California
$1.04M
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$1.04M
NS
365
NBC Securities
Alabama
$1.03M
EWA
366
ERTS Wealth Advisors
Michigan
$1.03M
IB
367
Intrust Bank
Kansas
$1.01M
MA
368
Mutual Advisors
Nebraska
$1.01M
IPW
369
Intergy Private Wealth
Colorado
$1.01M
PMG
370
Private Management Group
California
$1.01M
AWM
371
Avior Wealth Management
Nebraska
$1M
B
372
Bailard
California
$1M
FF
373
Friday Financial
Iowa
$999K
KP
374
Keel Point
Alabama
$996K
BWFA
375
Baltimore-Washington Financial Advisors
Maryland
$986K