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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
B
451
Bensler
Washington
$628K
DRP
452
Decker Retirement Planning
Utah
$628K
GWA
453
Geometric Wealth Advisors
District of Columbia
$627K
FMN
454
Financial Management Network
California
$627K
E3F
455
Eight 31 Financial
Texas
$621K
PC
456
Port Capital
Illinois
$619K
AAS
457
Annex Advisory Services
Wisconsin
$615K
PB
458
Pinnacle Bancorp
Nebraska
$611K
BB
459
Busey Bank
Illinois
$610K
CTC
460
Central Trust Company
Missouri
$610K
PWP
461
Principle Wealth Partners
Connecticut
$599K
NLA
462
Northern Lights Advisors
Washington
$595K
IA
463
Integrity Alliance
Iowa
$591K
DWT
464
Dorsey & Whitney Trust
South Dakota
$591K
WH
465
Willner & Heller
California
$591K
SA
466
Skyline Advisors
Washington
$587K
CB
467
Centennial Bank
Arkansas
$585K
MCM
468
Manchester Capital Management
Vermont
$579K
CA
469
Centennial Advisors
Texas
$579K
GAA
470
Guardian Asset Advisors
Pennsylvania
$573K
EA
471
Enclave Advisors
Texas
$573K
JWM
472
JP Wealth Management
South Carolina
$571K
PA
473
PFG Advisors
Arizona
$569K
ZF
474
Zhang Financial
Michigan
$568K
FWM
475
FLP Wealth Management
Arkansas
$568K