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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
AA
426
Alesco Advisors
New York
$735K
SIA
427
Stegner Investment Associates
Kentucky
$732K
NAMP
428
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$722K
PCIA
429
Prime Capital Investment Advisors
Kansas
$717K
CCAL
430
City Center Advisors LLC
Michigan
$709K
VT
431
Vise Technologies
New York
$709K
SWM
432
Spire Wealth Management
Virginia
$708K
FCH
433
Freestone Capital Holdings
Washington
$707K
SCP
434
Stevens Capital Partners
Nebraska
$705K
CNC
435
Canandaigua National Corp
New York
$705K
ONB
436
Old National Bancorp
Indiana
$701K
AF
437
Advisornet Financial
Minnesota
$699K
CGPCS
438
Capital Group Private Client Services
California
$698K
RT
439
Rockland Trust
Massachusetts
$690K
MTIC
440
Missouri Trust & Investment Company
Missouri
$687K
AT
441
American Trust
Kentucky
$676K
SHWM
442
Smith & Howard Wealth Management
Georgia
$673K
BSTWA
443
Blake Schutter Theil Wealth Advisors
Ohio
$673K
CFG
444
Cornerstone Financial Group
Nebraska
$671K
VFA
445
Valeo Financial Advisors
Indiana
$666K
AWM
446
Apollon Wealth Management
South Carolina
$662K
AUB
447
Atlantic Union Bankshares
Virginia
$660K
AC
448
Apella Capital
Connecticut
$654K
PIA
449
Perennial Investment Advisors
California
$647K
EFS
450
Essex Financial Services
Connecticut
$644K