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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
Fiera Capital (Canada)
726
Fiera Capital (Canada)
Quebec, Canada
$238K
CMP
727
Coston McIsaac & Partners
Maine
$236K
Empower Advisory Group
728
Empower Advisory Group
Colorado
$235K
OC
729
Oarsman Capital
Wisconsin
$233K
AL
730
Aspiriant LLC
California
$232K
AF
731
Align Financial
Minnesota
$232K
ABC
732
Associated Banc-Corp
Wisconsin
$230K
TSWM
733
Triangle Securities Wealth Management
North Carolina
$230K
SAM
734
Synergy Asset Management
Washington
$229K
QWM
735
Quadcap Wealth Management
Texas
$228K
HBW
736
Hazlett, Burt & Watson
West Virginia
$228K
MAS
737
Madden Advisory Services
Florida
$227K
WWA
738
Wealth Watch Advisors
Colorado
$225K
CI
739
Cordant Inc
Oregon
$225K
NCM
740
Neumann Capital Management
California
$222K
SRPTWM
741
Split Rock Private Trading & Wealth Management
Minnesota
$222K
SFG
742
Snider Financial Group
Washington
$221K
WSA
743
Wealth Science Advisors
Georgia
$219K
CPA
744
Capital Performance Advisors
California
$219K
AIA
745
Arbor Investment Advisors
North Carolina
$218K
AIP
746
Almanack Investment Partners
Pennsylvania
$217K
FTC
747
Farmers Trust Company
Ohio
$216K
FSA
748
Financial Sense Advisors
California
$216K
ZIM
749
Zacks Investment Management
Illinois
$214K
IBOK
750
Independence Bank of Kentucky
Kentucky
$213K