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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
FUBT
551
First United Bank & Trust
Maryland
$434K
AWA
552
American Wealth Advisors
Georgia
$434K
RCM
553
Richardson Capital Management
Wisconsin
$432K
BA
554
Bridgewater Advisors
New York
$432K
FFO
555
Fortitude Family Office
Arizona
$431K
CIA
556
Capital Investment Advisors
Georgia
$431K
NEWAS
557
N.E.W. Advisory Services
Wisconsin
$430K
AP
558
Appleton Partners
Massachusetts
$429K
CWM
559
Cranbrook Wealth Management
Michigan
$425K
PIFP
560
Partners in Financial Planning
Virginia
$425K
TC
561
Trilogy Capital
California
$424K
MOS
562
MGO One Seven
Ohio
$419K
DI
563
DAGCO Inc
Ohio
$418K
FB
564
Fulton Bank
Pennsylvania
$414K
DTC
565
Davidson Trust Company
Washington
$410K
RHIG
566
R.H. Investment Group
Arizona
$408K
HAS
567
Holland Advisory Services
Florida
$408K
KCM
568
Kanawha Capital Management
Virginia
$402K
PWM
569
Perigon Wealth Management
California
$402K
PD
570
Planning Directions
Pennsylvania
$395K
LWPC
571
Legacy Wealth Partners (Colorado)
Colorado
$395K
VA
572
Valmark Advisers
Ohio
$392K
MFP
573
Meramec Financial Planners
Missouri
$392K
CTWM
574
Cherry Tree Wealth Management
Minnesota
$390K
FFC
575
First Financial Corp
Indiana
$390K