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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
RA
651
Ruggaard & Associates
Ohio
$300K
OIA
652
OneDigital Investment Advisors
Kansas
$299K
VNIM
653
Vaughan Nelson Investment Management
Texas
$299K
SIC
654
Sterling Investment Counsel
New York
$298K
LIA
655
LifePlan Investment Advisors
North Carolina
$298K
RWMH
656
Riverpoint Wealth Management Holdings
Illinois
$297K
SDJVC
657
St. Denis J. Villere & Co
Louisiana
$296K
HCM
658
Howard Capital Management
Georgia
$295K
VCA
659
Verdence Capital Advisors
Maryland
$292K
USB
660
Union Savings Bank
Connecticut
$290K
SWA
661
Stratos Wealth Advisors
Ohio
$290K
KFI
662
Key Financial Inc
Pennsylvania
$288K
MWP
663
Madison Wealth Partners
Wisconsin
$287K
SW
664
SkyOak Wealth
Michigan
$287K
B
665
Bayban
Minnesota
$287K
FHB
666
First Hawaiian Bank
Hawaii
$286K
CCC
667
Compass Capital Corp
Massachusetts
$286K
LFAS
668
Level Four Advisory Services
Texas
$283K
DWA
669
Douglass Winthrop Advisors
New York
$283K
FFA
670
Fragasso Financial Advisors
Pennsylvania
$282K
FA
671
FSA Advisors
Michigan
$280K
MA
672
MONECO Advisors
Connecticut
$279K
DWP
673
Daymark Wealth Partners
Ohio
$279K
PFM
674
Peak Financial Management
Massachusetts
$277K
EPM
675
Elm Partners Management
Pennsylvania
$277K