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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
VT
426
Vise Technologies
New York
$709K
SWM
427
Spire Wealth Management
Virginia
$708K
FCH
428
Freestone Capital Holdings
Washington
$707K
SCP
429
Stevens Capital Partners
Nebraska
$705K
CNC
430
Canandaigua National Corp
New York
$705K
ONB
431
Old National Bancorp
Indiana
$701K
AF
432
Advisornet Financial
Minnesota
$699K
CGPCS
433
Capital Group Private Client Services
California
$698K
RT
434
Rockland Trust
Massachusetts
$690K
MTIC
435
Missouri Trust & Investment Company
Missouri
$687K
AT
436
American Trust
Kentucky
$676K
SHWM
437
Smith & Howard Wealth Management
Georgia
$673K
BSTWA
438
Blake Schutter Theil Wealth Advisors
Ohio
$673K
CFG
439
Cornerstone Financial Group
Nebraska
$671K
VFA
440
Valeo Financial Advisors
Indiana
$666K
AWM
441
Apollon Wealth Management
South Carolina
$662K
AUB
442
Atlantic Union Bankshares
Virginia
$660K
AC
443
Apella Capital
Connecticut
$654K
PIA
444
Perennial Investment Advisors
California
$647K
EFS
445
Essex Financial Services
Connecticut
$644K
RSWM
446
Robertson Stephens Wealth Management
California
$642K
BFA
447
Bragg Financial Advisors
North Carolina
$638K
QCM
448
QRG Capital Management
Illinois
$633K
OAM
449
Oppenheimer Asset Management
New York
$629K
RTL
450
Red Tortoise LLC
Georgia
$629K