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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
KP
376
Keel Point
Alabama
$996K
BWFA
377
Baltimore-Washington Financial Advisors
Maryland
$986K
GT
378
Greenleaf Trust
Michigan
$976K
Franklin Resources
379
Franklin Resources
California
$969K
HCA
380
Harbour Capital Advisors
Virginia
$957K
CSP
381
Cary Street Partners
Virginia
$953K
FMTC
382
Farmers & Merchants Trust Company
California
$950K
DC
383
Davenport & Co
Virginia
$946K
GWP
384
Gateway Wealth Partners
Wisconsin
$943K
TP
385
Tranquility Partners
Tennessee
$943K
JE
386
Jacobs Equity
Utah
$941K
MA
387
MCF Advisors
Kentucky
$935K
BOSSRA
388
B.O.S.S. Retirement Advisors
Utah
$931K
SI
389
Saxon Interests
Texas
$922K
SFB
390
STAR Financial Bank
Indiana
$920K
WTB
391
Washington Trust Bank
Washington
$914K
RB
392
Renasant Bank
Mississippi
$903K
AA
393
Auxano Advisors
Washington
$899K
MWP
394
MYCIO Wealth Partners
Pennsylvania
$890K
PP
395
Prosperity Planning
Missouri
$889K
LW
396
Linscomb Wealth
Texas
$888K
WIA
397
World Investment Advisors
California
$884K
EW
398
Evoke Wealth
California
$875K
RWP
399
Revolve Wealth Partners
New Jersey
$867K
BCM
400
Brookstone Capital Management
Illinois
$867K