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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
OC
726
Oarsman Capital
Wisconsin
$233K
AL
727
Aspiriant LLC
California
$232K
AF
728
Align Financial
Minnesota
$232K
ABC
729
Associated Banc-Corp
Wisconsin
$230K
TSWM
730
Triangle Securities Wealth Management
North Carolina
$230K
SAM
731
Synergy Asset Management
Washington
$229K
QWM
732
Quadcap Wealth Management
Texas
$228K
HBW
733
Hazlett, Burt & Watson
West Virginia
$228K
MAS
734
Madden Advisory Services
Florida
$227K
WWA
735
Wealth Watch Advisors
Colorado
$225K
CI
736
Cordant Inc
Oregon
$225K
NCM
737
Neumann Capital Management
California
$222K
SRPTWM
738
Split Rock Private Trading & Wealth Management
Minnesota
$222K
SFG
739
Snider Financial Group
Washington
$221K
WSA
740
Wealth Science Advisors
Georgia
$219K
CPA
741
Capital Performance Advisors
California
$219K
AIA
742
Arbor Investment Advisors
North Carolina
$218K
AIP
743
Almanack Investment Partners
Pennsylvania
$217K
FTC
744
Farmers Trust Company
Ohio
$216K
FSA
745
Financial Sense Advisors
California
$216K
ZIM
746
Zacks Investment Management
Illinois
$214K
IBOK
747
Independence Bank of Kentucky
Kentucky
$213K
SFG
748
Synergy Financial Group
California
$212K
TTWM
749
TCV Trust & Wealth Management
Virginia
$211K
EAN
750
Excelsior Advisor Network
Colorado
$210K