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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
EA
476
Enclave Advisors
Texas
$573K
JWM
477
JP Wealth Management
South Carolina
$571K
PA
478
PFG Advisors
Arizona
$569K
ZF
479
Zhang Financial
Michigan
$568K
FWM
480
FLP Wealth Management
Arkansas
$568K
DT
481
Diversified Trust
Tennessee
$568K
GGA
482
Granite Group Advisors
Connecticut
$563K
BI
483
Berkeley Inc
Idaho
$558K
OAM
484
Oak Asset Management
California
$555K
SAM
485
Silvercrest Asset Management
New York
$550K
CWM
486
Cahaba Wealth Management
Georgia
$549K
IC
487
IEQ Capital
California
$546K
ACM
488
Advisors Capital Management
New Jersey
$544K
SWA
489
Sax Wealth Advisors
New Jersey
$542K
PIA
490
Pinion Investment Advisors
Kansas
$542K
NCM
491
Next Capital Management
New York
$541K
LWM
492
LongView Wealth Management
Georgia
$541K
SWM
493
Sherman Wealth Management
Maryland
$540K
EAM
494
Evanson Asset Management
California
$539K
SB
495
Simmons Bank
Arkansas
$539K
AWMS
496
Advocacy Wealth Management Services
Georgia
$536K
HCMT
497
Highland Capital Management (Tennessee)
Tennessee
$535K
WT
498
Washington Trust
Rhode Island
$535K
FA
499
Financial Alternatives
California
$534K
1SB
500
1ST Source Bank
Indiana
$532K