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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
SFG
676
SNS Financial Group
Minnesota
$263K
JAA
677
Joel Adams & Associates
North Carolina
$263K
GIA
678
GHP Investment Advisors
Colorado
$262K
NA
679
Networth Advisors
Pennsylvania
$261K
AFC
680
AFT Forsyth & Company
Florida
$261K
LIM
681
Lathrop Investment Management
Arkansas
$260K
SC
682
SouthState Corp
Florida
$260K
SWP
683
Sagespring Wealth Partners
Tennessee
$258K
Prudential Financial
684
Prudential Financial
New Jersey
$258K
GCM
685
Gallacher Capital Management
Colorado
$256K
IIL
686
Insight Inv LLC
California
$255K
FWMP
687
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$254K
HIG
688
Heritage Investment Group
Florida
$253K
WP
689
WealthShield Partners
North Carolina
$252K
CWM
690
Calamos Wealth Management
Illinois
$252K
Calamos Advisors
691
Calamos Advisors
Illinois
$252K
SIC
692
Sigma Investment Counselors
Michigan
$251K
EB
693
Eastern Bank
Massachusetts
$251K
GC
694
Grimes & Company
Massachusetts
$249K
GWM
695
Gilpin Wealth Management
Colorado
$248K
MC
696
Moors & Cabot
Massachusetts
$248K
FIM
697
Freedom Investment Management
Connecticut
$247K
IWA
698
IBEX Wealth Advisors
New Jersey
$247K
SG
699
StoneX Group
New York
$247K
TF
700
TME Financial
California
$247K