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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
WMA
701
West Michigan Advisors
Michigan
$247K
FA
702
FDx Advisors
Illinois
$246K
LA
703
Legacy Advisors
Pennsylvania
$245K
OWM
704
Orgel Wealth Management
Wisconsin
$244K
LC
705
Lawood & Co
Pennsylvania
$244K
EIA
706
Edgemoor Investment Advisors
Maryland
$244K
UIM
707
Unified Investment Management
Georgia
$243K
SFC
708
SYM Financial Corp
Indiana
$243K
CTA
709
Chesley Taft & Associates
Illinois
$242K
BW
710
BostonPremier Wealth
Massachusetts
$242K
FWMM
711
Foundation Wealth Management (Missouri)
Missouri
$242K
PCA
712
Prosperity Capital Advisors
Ohio
$241K
VWM
713
Vigil Wealth Management
Florida
$241K
SCA
714
Snowden Capital Advisors
New York
$240K
GWS
715
Glassman Wealth Services
Virginia
$240K
CCMG
716
Clark Capital Management Group
Pennsylvania
$238K
Fiera Capital (Canada)
717
Fiera Capital (Canada)
Quebec, Canada
$238K
CMP
718
Coston McIsaac & Partners
Maine
$236K
Empower Advisory Group
719
Empower Advisory Group
Colorado
$235K
OC
720
Oarsman Capital
Wisconsin
$233K
AL
721
Aspiriant LLC
California
$232K
AF
722
Align Financial
Minnesota
$232K
ABC
723
Associated Banc-Corp
Wisconsin
$230K
TSWM
724
Triangle Securities Wealth Management
North Carolina
$230K
SAM
725
Synergy Asset Management
Washington
$229K