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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
WT
501
Washington Trust
Rhode Island
$535K
FA
502
Financial Alternatives
California
$534K
1SB
503
1ST Source Bank
Indiana
$532K
EWA
504
EverSource Wealth Advisors
Alabama
$530K
GPA
505
Guidance Point Advisors
Massachusetts
$525K
EWS
506
Evergreen Wealth Solutions
Pennsylvania
$524K
PPW
507
Parcion Private Wealth
Washington
$523K
FLPIM
508
F.L. Putnam Investment Management
Massachusetts
$523K
SAI
509
Savvy Advisors Inc
New York
$520K
FF
510
Finley Financial
Nevada
$520K
HI
511
Harbour Investments
Wisconsin
$518K
BEAM
512
Baker Ellis Asset Management
Washington
$513K
CIA
513
Compass Ion Advisors
Pennsylvania
$510K
Russell Investments Group
514
Russell Investments Group
United Kingdom
$509K
CW
515
CreativeOne Wealth
Kansas
$508K
RIS
516
Retirement Income Solutions
Michigan
$507K
WIM
517
Wittenberg Investment Management
Massachusetts
$507K
PCA
518
Pallas Capital Advisors
Massachusetts
$501K
2WWM
519
21 West Wealth Management
California
$499K
BPC
520
Bearing Point Capital
Minnesota
$494K
PI
521
PFG Investments
New York
$493K
Chevy Chase Trust
522
Chevy Chase Trust
Maryland
$492K
MMA
523
Miracle Mile Advisors
California
$491K
SFGM
524
Stonebridge Financial Group (Missouri)
Missouri
$489K
RDFA
525
Ritter Daniher Financial Advisory
Ohio
$487K