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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
QWM
726
Quadcap Wealth Management
Texas
$228K
HBW
727
Hazlett, Burt & Watson
West Virginia
$228K
MAS
728
Madden Advisory Services
Florida
$227K
WWA
729
Wealth Watch Advisors
Colorado
$225K
CI
730
Cordant Inc
Oregon
$225K
NCM
731
Neumann Capital Management
California
$222K
SRPTWM
732
Split Rock Private Trading & Wealth Management
Minnesota
$222K
SFG
733
Snider Financial Group
Washington
$221K
WSA
734
Wealth Science Advisors
Georgia
$219K
CPA
735
Capital Performance Advisors
California
$219K
AIA
736
Arbor Investment Advisors
North Carolina
$218K
AIP
737
Almanack Investment Partners
Pennsylvania
$217K
FTC
738
Farmers Trust Company
Ohio
$216K
FSA
739
Financial Sense Advisors
California
$216K
ZIM
740
Zacks Investment Management
Illinois
$214K
IBOK
741
Independence Bank of Kentucky
Kentucky
$213K
SFG
742
Synergy Financial Group
California
$212K
TTWM
743
TCV Trust & Wealth Management
Virginia
$211K
EAN
744
Excelsior Advisor Network
Colorado
$210K
1832 Asset Management
745
1832 Asset Management
Ontario, Canada
$209K
FT
746
Fiduciary Trust
Massachusetts
$207K
ML
747
MLP3 LLC
New Jersey
$207K
PFG
748
Pacific Financial Group
Washington
$206K
FCAS
749
First Command Advisory Services
Texas
$206K
AIA
750
Accelerate Investment Advisors
California
$206K