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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
USB
651
Union Savings Bank
Connecticut
$290K
SWA
652
Stratos Wealth Advisors
Ohio
$290K
KFI
653
Key Financial Inc
Pennsylvania
$288K
MWP
654
Madison Wealth Partners
Wisconsin
$287K
SW
655
SkyOak Wealth
Michigan
$287K
B
656
Bayban
Minnesota
$287K
FHB
657
First Hawaiian Bank
Hawaii
$286K
CCC
658
Compass Capital Corp
Massachusetts
$286K
LFAS
659
Level Four Advisory Services
Texas
$283K
DWA
660
Douglass Winthrop Advisors
New York
$283K
FFA
661
Fragasso Financial Advisors
Pennsylvania
$282K
FA
662
FSA Advisors
Michigan
$280K
MA
663
MONECO Advisors
Connecticut
$279K
DWP
664
Daymark Wealth Partners
Ohio
$279K
PFM
665
Peak Financial Management
Massachusetts
$277K
EPM
666
Elm Partners Management
Pennsylvania
$277K
IAG
667
Investmark Advisory Group
Connecticut
$271K
RWA
668
River Wealth Advisors
Pennsylvania
$271K
FM
669
Foster & Motley
Ohio
$270K
RC
670
Rahlfs Capital
Texas
$270K
SMA
671
Sage Mountain Advisors
Georgia
$268K
GGS
672
Galvin Gaustad & Stein
Arizona
$268K
PMFA
673
Plante Moran Financial Advisors
Michigan
$268K
Tudor Investment Corp
674
Tudor Investment Corp
Connecticut
$267K
MBT
675
Montecito Bank & Trust
California
$264K