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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
EWA
501
EverSource Wealth Advisors
Alabama
$530K
GPA
502
Guidance Point Advisors
Massachusetts
$525K
EWS
503
Evergreen Wealth Solutions
Pennsylvania
$524K
PPW
504
Parcion Private Wealth
Washington
$523K
FLPIM
505
F.L. Putnam Investment Management
Massachusetts
$523K
SAI
506
Savvy Advisors Inc
New York
$520K
FF
507
Finley Financial
Nevada
$520K
HI
508
Harbour Investments
Wisconsin
$518K
BEAM
509
Baker Ellis Asset Management
Washington
$513K
CIA
510
Compass Ion Advisors
Pennsylvania
$510K
Russell Investments Group
511
Russell Investments Group
United Kingdom
$509K
CW
512
CreativeOne Wealth
Kansas
$508K
WIM
513
Wittenberg Investment Management
Massachusetts
$507K
RIS
514
Retirement Income Solutions
Michigan
$507K
PCA
515
Pallas Capital Advisors
Massachusetts
$501K
2WWM
516
21 West Wealth Management
California
$499K
BPC
517
Bearing Point Capital
Minnesota
$494K
PI
518
PFG Investments
New York
$493K
Chevy Chase Trust
519
Chevy Chase Trust
Maryland
$492K
MMA
520
Miracle Mile Advisors
California
$491K
SFGM
521
Stonebridge Financial Group (Missouri)
Missouri
$489K
RDFA
522
Ritter Daniher Financial Advisory
Ohio
$487K
DW30
523
Drucker Wealth 3.0
New Jersey
$487K
IWA
524
Icon Wealth Advisors
Texas
$487K
BTI
525
Blue Trust Inc
Georgia
$475K