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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
AOWM
526
Asset One Wealth Management
Washington
$461K
IA
527
Invested Advisors
Pennsylvania
$459K
WIM
528
WealthPlan Investment Management
Nebraska
$459K
GBT
529
Grove Bank & Trust
Florida
$458K
CT
530
Colonial Trust
South Carolina
$456K
RIM
531
Rockbridge Investment Management
New York
$452K
NCM
532
NCM Capital Management
New Jersey
$452K
AHC
533
Anderson Hoagland & Co
Missouri
$452K
CPC
534
Consolidated Planning Corp
Georgia
$450K
TWM
535
Topsail Wealth Management
North Carolina
$449K
BCG
536
Breakwater Capital Group
New Jersey
$444K
WIC
537
Woodmont Investment Counsel
Tennessee
$440K
SW
538
SMART Wealth
Nebraska
$440K
FB
539
First Bancorp
Maine
$439K
FCM
540
Firestone Capital Management
Florida
$439K
BWM
541
BCS Wealth Management
Tennessee
$437K
PAI
542
Pittenger & Anderson Inc
Nebraska
$437K
GHA
543
Granite Harbor Advisors
Texas
$437K
PA
544
Pinnacle Associates
New York
$435K
NWM
545
Navigation Wealth Management
Colorado
$435K
FUBT
546
First United Bank & Trust
Maryland
$434K
AWA
547
American Wealth Advisors
Georgia
$434K
RCM
548
Richardson Capital Management
Wisconsin
$432K
BA
549
Bridgewater Advisors
New York
$432K
FFO
550
Fortitude Family Office
Arizona
$431K