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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
CIA
551
Capital Investment Advisors
Georgia
$431K
NEWAS
552
N.E.W. Advisory Services
Wisconsin
$430K
AP
553
Appleton Partners
Massachusetts
$429K
CWM
554
Cranbrook Wealth Management
Michigan
$425K
PIFP
555
Partners in Financial Planning
Virginia
$425K
TC
556
Trilogy Capital
California
$424K
MOS
557
MGO One Seven
Ohio
$419K
DI
558
DAGCO Inc
Ohio
$418K
FB
559
Fulton Bank
Pennsylvania
$414K
DTC
560
Davidson Trust Company
Washington
$410K
RHIG
561
R.H. Investment Group
Arizona
$408K
HAS
562
Holland Advisory Services
Florida
$408K
KCM
563
Kanawha Capital Management
Virginia
$402K
PWM
564
Perigon Wealth Management
California
$402K
PD
565
Planning Directions
Pennsylvania
$395K
LWPC
566
Legacy Wealth Partners (Colorado)
Colorado
$395K
VA
567
Valmark Advisers
Ohio
$392K
MFP
568
Meramec Financial Planners
Missouri
$392K
CTWM
569
Cherry Tree Wealth Management
Minnesota
$390K
FFC
570
First Financial Corp
Indiana
$390K
MFA
571
Millington Financial Advisors
Illinois
$389K
LSWP
572
Liberty Square Wealth Partners
Pennsylvania
$388K
LWM
573
LJI Wealth Management
Indiana
$386K
MFG
574
Magnus Financial Group
New York
$384K
PCS
575
Private Client Services
Kentucky
$383K