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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
MFA
576
Millington Financial Advisors
Illinois
$389K
LSWP
577
Liberty Square Wealth Partners
Pennsylvania
$388K
LWM
578
LJI Wealth Management
Indiana
$386K
MFG
579
Magnus Financial Group
New York
$384K
PCS
580
Private Client Services
Kentucky
$383K
NAM
581
NTV Asset Management
West Virginia
$383K
XPN
582
XY Planning Network
Montana
$382K
BCM
583
BTC Capital Management
Iowa
$382K
MCWS
584
McKinley Carter Wealth Services
West Virginia
$381K
NL
585
NWAM LLC
Washington
$378K
AWM
586
Atticus Wealth Management
Florida
$377K
APW
587
Acima Private Wealth
Virginia
$377K
DFG
588
Dynamic Financial Group
Iowa
$376K
EWM
589
Empirical Wealth Management
Washington
$376K
IWS
590
Integrity Wealth Solutions
Colorado
$375K
VAI
591
Vanguard Advisers Inc
Pennsylvania
$371K
BIG
592
Builder Investment Group
Georgia
$370K
VDI
593
Vaughan David Investments
Illinois
$369K
CCM
594
Cohen Capital Management
California
$369K
AA
595
Ancora Advisors
Ohio
$368K
JIC
596
Joel Isaacson & Co
New York
$366K
KJHP
597
K.J. Harrison & Partners
Ontario, Canada
$365K
EPW
598
Evolve Private Wealth
California
$365K
SA
599
Sovran Advisors
California
$364K
MC
600
Mathes Company
New York
$364K