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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
MCM
476
Manchester Capital Management
Vermont
$579K
CA
477
Centennial Advisors
Texas
$579K
GAA
478
Guardian Asset Advisors
Pennsylvania
$573K
EA
479
Enclave Advisors
Texas
$573K
JWM
480
JP Wealth Management
South Carolina
$571K
PA
481
PFG Advisors
Arizona
$569K
ZF
482
Zhang Financial
Michigan
$568K
FWM
483
FLP Wealth Management
Arkansas
$568K
DT
484
Diversified Trust
Tennessee
$568K
GGA
485
Granite Group Advisors
Connecticut
$563K
BI
486
Berkeley Inc
Idaho
$558K
OAM
487
Oak Asset Management
California
$555K
SAM
488
Silvercrest Asset Management
New York
$550K
CWM
489
Cahaba Wealth Management
Georgia
$549K
IC
490
IEQ Capital
California
$546K
ACM
491
Advisors Capital Management
New Jersey
$544K
SWA
492
Sax Wealth Advisors
New Jersey
$542K
PIA
493
Pinion Investment Advisors
Kansas
$542K
NCM
494
Next Capital Management
New York
$541K
LWM
495
LongView Wealth Management
Georgia
$541K
SWM
496
Sherman Wealth Management
Maryland
$540K
EAM
497
Evanson Asset Management
California
$539K
SB
498
Simmons Bank
Arkansas
$539K
AWMS
499
Advocacy Wealth Management Services
Georgia
$536K
HCMT
500
Highland Capital Management (Tennessee)
Tennessee
$535K