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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
RC
676
Rahlfs Capital
Texas
$270K
SMA
677
Sage Mountain Advisors
Georgia
$268K
GGS
678
Galvin Gaustad & Stein
Arizona
$268K
PMFA
679
Plante Moran Financial Advisors
Michigan
$268K
Tudor Investment Corp
680
Tudor Investment Corp
Connecticut
$267K
MBT
681
Montecito Bank & Trust
California
$264K
SFG
682
SNS Financial Group
Minnesota
$263K
JAA
683
Joel Adams & Associates
North Carolina
$263K
GIA
684
GHP Investment Advisors
Colorado
$262K
NA
685
Networth Advisors
Pennsylvania
$261K
AFC
686
AFT Forsyth & Company
Florida
$261K
LIM
687
Lathrop Investment Management
Arkansas
$260K
SC
688
SouthState Corp
Florida
$260K
SWP
689
Sagespring Wealth Partners
Tennessee
$258K
Prudential Financial
690
Prudential Financial
New Jersey
$258K
GCM
691
Gallacher Capital Management
Colorado
$256K
IIL
692
Insight Inv LLC
California
$255K
FWMP
693
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$254K
HIG
694
Heritage Investment Group
Florida
$253K
WP
695
WealthShield Partners
North Carolina
$252K
CWM
696
Calamos Wealth Management
Illinois
$252K
Calamos Advisors
697
Calamos Advisors
Illinois
$252K
SIC
698
Sigma Investment Counselors
Michigan
$251K
EB
699
Eastern Bank
Massachusetts
$251K
GC
700
Grimes & Company
Massachusetts
$249K