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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
SIC
701
Sigma Investment Counselors
Michigan
$251K
EB
702
Eastern Bank
Massachusetts
$251K
GC
703
Grimes & Company
Massachusetts
$249K
GWM
704
Gilpin Wealth Management
Colorado
$248K
MC
705
Moors & Cabot
Massachusetts
$248K
FIM
706
Freedom Investment Management
Connecticut
$247K
IWA
707
IBEX Wealth Advisors
New Jersey
$247K
SG
708
StoneX Group
New York
$247K
TF
709
TME Financial
California
$247K
WMA
710
West Michigan Advisors
Michigan
$247K
FA
711
FDx Advisors
Illinois
$246K
LA
712
Legacy Advisors
Pennsylvania
$245K
OWM
713
Orgel Wealth Management
Wisconsin
$244K
LC
714
Lawood & Co
Pennsylvania
$244K
EIA
715
Edgemoor Investment Advisors
Maryland
$244K
UIM
716
Unified Investment Management
Georgia
$243K
SFC
717
SYM Financial Corp
Indiana
$243K
CTA
718
Chesley Taft & Associates
Illinois
$242K
BW
719
BostonPremier Wealth
Massachusetts
$242K
FWMM
720
Foundation Wealth Management (Missouri)
Missouri
$242K
PCA
721
Prosperity Capital Advisors
Ohio
$241K
VWM
722
Vigil Wealth Management
Florida
$241K
SCA
723
Snowden Capital Advisors
New York
$240K
GWS
724
Glassman Wealth Services
Virginia
$240K
CCMG
725
Clark Capital Management Group
Pennsylvania
$238K