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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
WIM
351
Warwick Investment Management
Texas
$1.1M
HFBOT
352
Home Federal Bank of Tennessee
Tennessee
$1.08M
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.08M
NP
354
NorthRock Partners
Minnesota
$1.08M
CWM
355
Cornerstone Wealth Management
Missouri
$1.08M
Q1WB
356
Quest 10 Wealth Builders
Virginia
$1.07M
VCM
357
Viewpoint Capital Management
Washington
$1.06M
SVWAG
358
Sound View Wealth Advisors Group
Georgia
$1.06M
FOA
359
Five Oceans Advisors
California
$1.04M
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$1.04M
NS
361
NBC Securities
Alabama
$1.03M
EWA
362
ERTS Wealth Advisors
Michigan
$1.03M
IB
363
Intrust Bank
Kansas
$1.01M
MA
364
Mutual Advisors
Nebraska
$1.01M
IPW
365
Intergy Private Wealth
Colorado
$1.01M
PMG
366
Private Management Group
California
$1.01M
AWM
367
Avior Wealth Management
Nebraska
$1M
B
368
Bailard
California
$1M
FF
369
Friday Financial
Iowa
$999K
BWFA
370
Baltimore-Washington Financial Advisors
Maryland
$986K
GT
371
Greenleaf Trust
Michigan
$976K
Franklin Resources
372
Franklin Resources
California
$969K
HCA
373
Harbour Capital Advisors
Virginia
$957K
CSP
374
Cary Street Partners
Virginia
$953K
FMTC
375
Farmers & Merchants Trust Company
California
$950K