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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
DW30
526
Drucker Wealth 3.0
New Jersey
$487K
IWA
527
Icon Wealth Advisors
Texas
$487K
BTI
528
Blue Trust Inc
Georgia
$475K
HW
529
Hancock Whitney
Mississippi
$475K
AIM
530
Allen Investment Management
New York
$473K
BAM
531
Berkshire Asset Management
Pennsylvania
$471K
CBA
532
Coastal Bridge Advisors
Connecticut
$468K
JWA
533
JFS Wealth Advisors
Pennsylvania
$462K
AOWM
534
Asset One Wealth Management
Washington
$461K
IA
535
Invested Advisors
Pennsylvania
$459K
WIM
536
WealthPlan Investment Management
Nebraska
$459K
GBT
537
Grove Bank & Trust
Florida
$458K
CT
538
Colonial Trust
South Carolina
$456K
RIM
539
Rockbridge Investment Management
New York
$452K
AHC
540
Anderson Hoagland & Co
Missouri
$452K
NCM
541
NCM Capital Management
New Jersey
$452K
CPC
542
Consolidated Planning Corp
Georgia
$450K
TWM
543
Topsail Wealth Management
North Carolina
$449K
BCG
544
Breakwater Capital Group
New Jersey
$444K
WIC
545
Woodmont Investment Counsel
Tennessee
$440K
SW
546
SMART Wealth
Nebraska
$440K
FB
547
First Bancorp
Maine
$439K
FCM
548
Firestone Capital Management
Florida
$439K
BWM
549
BCS Wealth Management
Tennessee
$437K
PAI
550
Pittenger & Anderson Inc
Nebraska
$437K