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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
PIA
451
Perennial Investment Advisors
California
$647K
EFS
452
Essex Financial Services
Connecticut
$644K
RSWM
453
Robertson Stephens Wealth Management
California
$642K
BFA
454
Bragg Financial Advisors
North Carolina
$638K
QCM
455
QRG Capital Management
Illinois
$633K
OAM
456
Oppenheimer Asset Management
New York
$629K
RTL
457
Red Tortoise LLC
Georgia
$629K
B
458
Bensler
Washington
$628K
DRP
459
Decker Retirement Planning
Utah
$628K
GWA
460
Geometric Wealth Advisors
District of Columbia
$627K
FMN
461
Financial Management Network
California
$627K
E3F
462
Eight 31 Financial
Texas
$621K
PC
463
Port Capital
Illinois
$619K
AAS
464
Annex Advisory Services
Wisconsin
$615K
PB
465
Pinnacle Bancorp
Nebraska
$611K
BB
466
Busey Bank
Illinois
$610K
CTC
467
Central Trust Company
Missouri
$610K
PWP
468
Principle Wealth Partners
Connecticut
$599K
NLA
469
Northern Lights Advisors
Washington
$595K
IA
470
Integrity Alliance
Iowa
$591K
DWT
471
Dorsey & Whitney Trust
South Dakota
$591K
WH
472
Willner & Heller
California
$591K
SA
473
Skyline Advisors
Washington
$587K
PP
474
Paladin Partners
Wisconsin
$587K
CB
475
Centennial Bank
Arkansas
$585K