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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
SAI
501
Savvy Advisors Inc
New York
$520K
FF
502
Finley Financial
Nevada
$520K
HI
503
Harbour Investments
Wisconsin
$518K
BEAM
504
Baker Ellis Asset Management
Washington
$513K
CIA
505
Compass Ion Advisors
Pennsylvania
$510K
Russell Investments Group
506
Russell Investments Group
United Kingdom
$509K
CW
507
CreativeOne Wealth
Kansas
$508K
WIM
508
Wittenberg Investment Management
Massachusetts
$507K
RIS
509
Retirement Income Solutions
Michigan
$507K
PCA
510
Pallas Capital Advisors
Massachusetts
$501K
2WWM
511
21 West Wealth Management
California
$499K
BPC
512
Bearing Point Capital
Minnesota
$494K
PI
513
PFG Investments
New York
$493K
Chevy Chase Trust
514
Chevy Chase Trust
Maryland
$492K
MMA
515
Miracle Mile Advisors
California
$491K
SFGM
516
Stonebridge Financial Group (Missouri)
Missouri
$489K
RDFA
517
Ritter Daniher Financial Advisory
Ohio
$487K
DW30
518
Drucker Wealth 3.0
New Jersey
$487K
IWA
519
Icon Wealth Advisors
Texas
$487K
BTI
520
Blue Trust Inc
Georgia
$475K
HW
521
Hancock Whitney
Mississippi
$475K
AIM
522
Allen Investment Management
New York
$473K
BAM
523
Berkshire Asset Management
Pennsylvania
$471K
CBA
524
Coastal Bridge Advisors
Connecticut
$468K
JWA
525
JFS Wealth Advisors
Pennsylvania
$462K