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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
ODIJL
426
One Day In July LLC
Vermont
$740K
SAW
427
Signal Advisors Wealth
Michigan
$738K
AA
428
Alesco Advisors
New York
$735K
SIA
429
Stegner Investment Associates
Kentucky
$732K
NAMP
430
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$722K
PCIA
431
Prime Capital Investment Advisors
Kansas
$717K
CCAL
432
City Center Advisors LLC
Michigan
$709K
VT
433
Vise Technologies
New York
$709K
SWM
434
Spire Wealth Management
Virginia
$708K
FCH
435
Freestone Capital Holdings
Washington
$707K
SCP
436
Stevens Capital Partners
Nebraska
$705K
CNC
437
Canandaigua National Corp
New York
$705K
ONB
438
Old National Bancorp
Indiana
$701K
AF
439
Advisornet Financial
Minnesota
$699K
CGPCS
440
Capital Group Private Client Services
California
$698K
RT
441
Rockland Trust
Massachusetts
$690K
MTIC
442
Missouri Trust & Investment Company
Missouri
$687K
AT
443
American Trust
Kentucky
$676K
SHWM
444
Smith & Howard Wealth Management
Georgia
$673K
BSTWA
445
Blake Schutter Theil Wealth Advisors
Ohio
$673K
CFG
446
Cornerstone Financial Group
Nebraska
$671K
VFA
447
Valeo Financial Advisors
Indiana
$666K
AWM
448
Apollon Wealth Management
South Carolina
$662K
AUB
449
Atlantic Union Bankshares
Virginia
$660K
AC
450
Apella Capital
Connecticut
$654K