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iShares Russell Mid-Cap Value ETF

974 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, 261 increasing their positions, 364 reducing their positions, and 51 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 capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 986974 (-12)

1.67% less ownership

Funds ownership: 79.42%77.75% (-1.7%)

28% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 364

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
RBFC
626
Roman Butler Fullerton & Co
Missouri
$328K
UAG
627
United Advisor Group
Ohio
$328K
WB
628
West Bancorporation
Iowa
$322K
EGWAG
629
Elwood & Goetz Wealth Advisory Group
Georgia
$320K
AA
630
Aire Advisors
California
$319K
ESB
631
Essex Savings Bank
Connecticut
$316K
CAG
632
Crestwood Advisors Group
Massachusetts
$314K
LKWM
633
Lee-Kelleher Wealth Management
Maryland
$311K
KFAS
634
Keating Financial Advisory Services
Kansas
$311K
A
635
Argentarii
Ohio
$310K
DWM
636
Diversify Wealth Management
Utah
$305K
CIBC World Market
637
CIBC World Market
Ontario, Canada
$304K
MWM
638
Modern Wealth Management
Kansas
$302K
RWM
639
Ritholtz Wealth Management
New York
$302K
LFS
640
Legacy Financial Strategies
Kansas
$302K
CIA
641
Cape Investment Advisory
Georgia
$301K
CFG
642
Cooper Financial Group
California
$300K
OIA
643
OneDigital Investment Advisors
Kansas
$299K
VNIM
644
Vaughan Nelson Investment Management
Texas
$299K
SIC
645
Sterling Investment Counsel
New York
$298K
LIA
646
LifePlan Investment Advisors
North Carolina
$298K
RWMH
647
Riverpoint Wealth Management Holdings
Illinois
$297K
SDJVC
648
St. Denis J. Villere & Co
Louisiana
$296K
HCM
649
Howard Capital Management
Georgia
$295K
VCA
650
Verdence Capital Advisors
Maryland
$292K