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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
HW
526
Hancock Whitney
Mississippi
$475K
AIM
527
Allen Investment Management
New York
$473K
BAM
528
Berkshire Asset Management
Pennsylvania
$471K
CBA
529
Coastal Bridge Advisors
Connecticut
$468K
JWA
530
JFS Wealth Advisors
Pennsylvania
$462K
AOWM
531
Asset One Wealth Management
Washington
$461K
IA
532
Invested Advisors
Pennsylvania
$459K
WIM
533
WealthPlan Investment Management
Nebraska
$459K
GBT
534
Grove Bank & Trust
Florida
$458K
CT
535
Colonial Trust
South Carolina
$456K
RIM
536
Rockbridge Investment Management
New York
$452K
AHC
537
Anderson Hoagland & Co
Missouri
$452K
NCM
538
NCM Capital Management
New Jersey
$452K
CPC
539
Consolidated Planning Corp
Georgia
$450K
TWM
540
Topsail Wealth Management
North Carolina
$449K
BCG
541
Breakwater Capital Group
New Jersey
$444K
WIC
542
Woodmont Investment Counsel
Tennessee
$440K
SW
543
SMART Wealth
Nebraska
$440K
FB
544
First Bancorp
Maine
$439K
FCM
545
Firestone Capital Management
Florida
$439K
BWM
546
BCS Wealth Management
Tennessee
$437K
PAI
547
Pittenger & Anderson Inc
Nebraska
$437K
GHA
548
Granite Harbor Advisors
Texas
$437K
PA
549
Pinnacle Associates
New York
$435K
NWM
550
Navigation Wealth Management
Colorado
$435K