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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
BI
601
Ballast Inc
Kentucky
$362K
CFP
602
Cascade Financial Partners
California
$362K
FVWA
603
Foster Victor Wealth Advisors
South Carolina
$357K
MWM
604
Mission Wealth Management
California
$357K
LWM
605
Level Wealth Management
North Carolina
$357K
GJIA
606
Glass Jacobson Investment Advisors
Maryland
$356K
PIN
607
Prudent Investors Network
California
$354K
FWTB
608
First Western Trust Bank
Colorado
$354K
SWA
609
Strategies Wealth Advisors
Michigan
$353K
PIMG
610
Patriot Investment Management Group
Tennessee
$352K
DAS
611
Dynamic Advisor Solutions
Arizona
$352K
BCM
612
Becker Capital Management
Oregon
$349K
MWM
613
Moran Wealth Management
Florida
$349K
SCTC
614
Sanibel Captiva Trust Company
Florida
$348K
FA
615
Flagstar Advisors
New York
$348K
FLI
616
Family Legacy Inc
South Carolina
$346K
GSEP
617
Golden State Equity Partners
California
$344K
RIA
618
Regal Investment Advisors
Michigan
$344K
LWCFA
619
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K
ATC
620
Argent Trust Co
Tennessee
$342K
EWM
621
Elevation Wealth Management
Minnesota
$338K
KL
622
KilterHowling LLC
Colorado
$338K
NB
623
NBT Bank
New York
$336K
PP
624
Postrock Partners
Oregon
$336K
TWM
625
Thryve Wealth Management
Texas
$334K