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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
TF
626
Theory Financial
Colorado
$334K
MIC
627
Means Investment Company
Maine
$334K
BWM
628
BCGM Wealth Management
Indiana
$332K
CFG
629
Citizens Financial Group
Rhode Island
$332K
RFN
630
RDA Financial Network
Iowa
$330K
RBFC
631
Roman Butler Fullerton & Co
Missouri
$328K
UAG
632
United Advisor Group
Ohio
$328K
WB
633
West Bancorporation
Iowa
$322K
EGWAG
634
Elwood & Goetz Wealth Advisory Group
Georgia
$320K
AA
635
Aire Advisors
California
$319K
ESB
636
Essex Savings Bank
Connecticut
$316K
CAG
637
Crestwood Advisors Group
Massachusetts
$314K
LKWM
638
Lee-Kelleher Wealth Management
Maryland
$311K
KFAS
639
Keating Financial Advisory Services
Kansas
$311K
A
640
Argentarii
Ohio
$310K
DWM
641
Diversify Wealth Management
Utah
$305K
CIBC World Market
642
CIBC World Market
Ontario, Canada
$304K
MWM
643
Modern Wealth Management
Kansas
$302K
RWM
644
Ritholtz Wealth Management
New York
$302K
LFS
645
Legacy Financial Strategies
Kansas
$302K
CIA
646
Cape Investment Advisory
Georgia
$301K
CFG
647
Cooper Financial Group
California
$300K
RA
648
Ruggaard & Associates
Ohio
$300K
OIA
649
OneDigital Investment Advisors
Kansas
$299K
VNIM
650
Vaughan Nelson Investment Management
Texas
$299K