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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
GT
376
Greenleaf Trust
Michigan
$976K
Franklin Resources
377
Franklin Resources
California
$969K
HCA
378
Harbour Capital Advisors
Virginia
$957K
CSP
379
Cary Street Partners
Virginia
$953K
FMTC
380
Farmers & Merchants Trust Company
California
$950K
DC
381
Davenport & Co
Virginia
$946K
GWP
382
Gateway Wealth Partners
Wisconsin
$943K
TP
383
Tranquility Partners
Tennessee
$943K
JE
384
Jacobs Equity
Utah
$941K
MA
385
MCF Advisors
Kentucky
$935K
BOSSRA
386
B.O.S.S. Retirement Advisors
Utah
$931K
SI
387
Saxon Interests
Texas
$922K
SFB
388
STAR Financial Bank
Indiana
$920K
WTB
389
Washington Trust Bank
Washington
$914K
RB
390
Renasant Bank
Mississippi
$903K
AA
391
Auxano Advisors
Washington
$899K
MWP
392
MYCIO Wealth Partners
Pennsylvania
$890K
PP
393
Prosperity Planning
Missouri
$889K
LW
394
Linscomb Wealth
Texas
$888K
WIA
395
World Investment Advisors
California
$884K
EW
396
Evoke Wealth
California
$875K
RWP
397
Revolve Wealth Partners
New Jersey
$867K
BCM
398
Brookstone Capital Management
Illinois
$867K
FTWA
399
Fifth Third Wealth Advisors
Ohio
$866K
KOC
400
Koss-Olinger Consulting
Florida
$865K