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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
CA
801
CoreCap Advisors
Michigan
$113K
AA
802
Addison Advisors
Vermont
$108K
BW
803
Basepoint Wealth
Iowa
$108K
NRC
804
New Republic Capital
North Carolina
$107K
CI
805
CX Institutional
Indiana
$107K
TC
806
Trust Company
Kansas
$104K
HAP
807
Harbor Asset Planning
Massachusetts
$101K
PAM
808
Parvin Asset Management
South Dakota
$101K
DWA
809
Dougherty Wealth Advisers
Minnesota
$99.5K
CPA
810
Cardiff Park Advisors
California
$99K
SC
811
Steph & Co
Wisconsin
$99K
CIAS
812
Capital Investment Advisory Services
North Carolina
$96K
GA
813
GoalVest Advisory
New York
$95K
ME
814
McIlrath & Eck
Washington
$89.5K
ST
815
Smithfield Trust
Pennsylvania
$89K
AT
816
Avalon Trust
New Mexico
$87.4K
PWM
817
Provident Wealth Management
Tennessee
$86.9K
LWMI
818
Legacy Wealth Management (Idaho)
Idaho
$86.1K
FFA
819
Founders Financial Alliance
North Carolina
$84.2K
GSWM
820
Golden State Wealth Management
California
$83.4K
BBPWM
821
Blue Bell Private Wealth Management
Pennsylvania
$81.5K
BTD
822
BankPlus Trust Department
Mississippi
$81.2K
UCB
823
United Community Bank
South Carolina
$78.8K
SFG
824
Strive Financial Group
Indiana
$78K
BLC
825
Brown, Lisle/Cummings
Rhode Island
$76.5K