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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
EPW
601
Evolve Private Wealth
California
$365K
SA
602
Sovran Advisors
California
$364K
MC
603
Mathes Company
New York
$364K
BI
604
Ballast Inc
Kentucky
$362K
CFP
605
Cascade Financial Partners
California
$362K
FVWA
606
Foster Victor Wealth Advisors
South Carolina
$357K
MWM
607
Mission Wealth Management
California
$357K
LWM
608
Level Wealth Management
North Carolina
$357K
GJIA
609
Glass Jacobson Investment Advisors
Maryland
$356K
PIN
610
Prudent Investors Network
California
$354K
FWTB
611
First Western Trust Bank
Colorado
$354K
SWA
612
Strategies Wealth Advisors
Michigan
$353K
PIMG
613
Patriot Investment Management Group
Tennessee
$352K
DAS
614
Dynamic Advisor Solutions
Arizona
$352K
BCM
615
Becker Capital Management
Oregon
$349K
MWM
616
Moran Wealth Management
Florida
$349K
SCTC
617
Sanibel Captiva Trust Company
Florida
$348K
FA
618
Flagstar Advisors
New York
$348K
FLI
619
Family Legacy Inc
South Carolina
$346K
GSEP
620
Golden State Equity Partners
California
$344K
RIA
621
Regal Investment Advisors
Michigan
$344K
LWCFA
622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K
ATC
623
Argent Trust Co
Tennessee
$342K
EWM
624
Elevation Wealth Management
Minnesota
$338K
KL
625
KilterHowling LLC
Colorado
$338K