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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
IAG
676
Investmark Advisory Group
Connecticut
$271K
RWA
677
River Wealth Advisors
Pennsylvania
$271K
FM
678
Foster & Motley
Ohio
$270K
RC
679
Rahlfs Capital
Texas
$270K
SMA
680
Sage Mountain Advisors
Georgia
$268K
GGS
681
Galvin Gaustad & Stein
Arizona
$268K
PMFA
682
Plante Moran Financial Advisors
Michigan
$268K
Tudor Investment Corp
683
Tudor Investment Corp
Connecticut
$267K
MBT
684
Montecito Bank & Trust
California
$264K
SFG
685
SNS Financial Group
Minnesota
$263K
JAA
686
Joel Adams & Associates
North Carolina
$263K
GIA
687
GHP Investment Advisors
Colorado
$262K
NA
688
Networth Advisors
Pennsylvania
$261K
AFC
689
AFT Forsyth & Company
Florida
$261K
LIM
690
Lathrop Investment Management
Arkansas
$260K
SC
691
SouthState Corp
Florida
$260K
SWP
692
Sagespring Wealth Partners
Tennessee
$258K
Prudential Financial
693
Prudential Financial
New Jersey
$258K
GCM
694
Gallacher Capital Management
Colorado
$256K
IIL
695
Insight Inv LLC
California
$255K
FWMP
696
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$254K
HIG
697
Heritage Investment Group
Florida
$253K
WP
698
WealthShield Partners
North Carolina
$252K
CWM
699
Calamos Wealth Management
Illinois
$252K
Calamos Advisors
700
Calamos Advisors
Illinois
$252K