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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
GHA
551
Granite Harbor Advisors
Texas
$437K
PA
552
Pinnacle Associates
New York
$435K
NWM
553
Navigation Wealth Management
Colorado
$435K
FUBT
554
First United Bank & Trust
Maryland
$434K
AWA
555
American Wealth Advisors
Georgia
$434K
RCM
556
Richardson Capital Management
Wisconsin
$432K
BA
557
Bridgewater Advisors
New York
$432K
FFO
558
Fortitude Family Office
Arizona
$431K
CIA
559
Capital Investment Advisors
Georgia
$431K
NEWAS
560
N.E.W. Advisory Services
Wisconsin
$430K
AP
561
Appleton Partners
Massachusetts
$429K
CWM
562
Cranbrook Wealth Management
Michigan
$425K
PIFP
563
Partners in Financial Planning
Virginia
$425K
TC
564
Trilogy Capital
California
$424K
MOS
565
MGO One Seven
Ohio
$419K
DI
566
DAGCO Inc
Ohio
$418K
FB
567
Fulton Bank
Pennsylvania
$414K
DTC
568
Davidson Trust Company
Washington
$410K
RHIG
569
R.H. Investment Group
Arizona
$408K
HAS
570
Holland Advisory Services
Florida
$408K
KCM
571
Kanawha Capital Management
Virginia
$402K
PWM
572
Perigon Wealth Management
California
$402K
PD
573
Planning Directions
Pennsylvania
$395K
LWPC
574
Legacy Wealth Partners (Colorado)
Colorado
$395K
VA
575
Valmark Advisers
Ohio
$392K