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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
SIC
651
Sterling Investment Counsel
New York
$298K
LIA
652
LifePlan Investment Advisors
North Carolina
$298K
RWMH
653
Riverpoint Wealth Management Holdings
Illinois
$297K
SDJVC
654
St. Denis J. Villere & Co
Louisiana
$296K
HCM
655
Howard Capital Management
Georgia
$295K
VCA
656
Verdence Capital Advisors
Maryland
$292K
USB
657
Union Savings Bank
Connecticut
$290K
SWA
658
Stratos Wealth Advisors
Ohio
$290K
KFI
659
Key Financial Inc
Pennsylvania
$288K
MWP
660
Madison Wealth Partners
Wisconsin
$287K
SW
661
SkyOak Wealth
Michigan
$287K
B
662
Bayban
Minnesota
$287K
FHB
663
First Hawaiian Bank
Hawaii
$286K
CCC
664
Compass Capital Corp
Massachusetts
$286K
LFAS
665
Level Four Advisory Services
Texas
$283K
DWA
666
Douglass Winthrop Advisors
New York
$283K
FFA
667
Fragasso Financial Advisors
Pennsylvania
$282K
FA
668
FSA Advisors
Michigan
$280K
MA
669
MONECO Advisors
Connecticut
$279K
DWP
670
Daymark Wealth Partners
Ohio
$279K
PFM
671
Peak Financial Management
Massachusetts
$277K
EPM
672
Elm Partners Management
Pennsylvania
$277K
IAG
673
Investmark Advisory Group
Connecticut
$271K
RWA
674
River Wealth Advisors
Pennsylvania
$271K
FM
675
Foster & Motley
Ohio
$270K