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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
MFP
576
Meramec Financial Planners
Missouri
$392K
CTWM
577
Cherry Tree Wealth Management
Minnesota
$390K
FFC
578
First Financial Corp
Indiana
$390K
MFA
579
Millington Financial Advisors
Illinois
$389K
LSWP
580
Liberty Square Wealth Partners
Pennsylvania
$388K
LWM
581
LJI Wealth Management
Indiana
$386K
MFG
582
Magnus Financial Group
New York
$384K
PCS
583
Private Client Services
Kentucky
$383K
NAM
584
NTV Asset Management
West Virginia
$383K
XPN
585
XY Planning Network
Montana
$382K
BCM
586
BTC Capital Management
Iowa
$382K
MCWS
587
McKinley Carter Wealth Services
West Virginia
$381K
NL
588
NWAM LLC
Washington
$378K
AWM
589
Atticus Wealth Management
Florida
$377K
APW
590
Acima Private Wealth
Virginia
$377K
DFG
591
Dynamic Financial Group
Iowa
$376K
EWM
592
Empirical Wealth Management
Washington
$376K
IWS
593
Integrity Wealth Solutions
Colorado
$375K
VAI
594
Vanguard Advisers Inc
Pennsylvania
$371K
BIG
595
Builder Investment Group
Georgia
$370K
VDI
596
Vaughan David Investments
Illinois
$369K
CCM
597
Cohen Capital Management
California
$369K
AA
598
Ancora Advisors
Ohio
$368K
JIC
599
Joel Isaacson & Co
New York
$366K
KJHP
600
K.J. Harrison & Partners
Ontario, Canada
$365K