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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
ADL
826
Asset Dedication LLC
California
$83.5K
GSWM
827
Golden State Wealth Management
California
$83.4K
BBPWM
828
Blue Bell Private Wealth Management
Pennsylvania
$81.5K
BTD
829
BankPlus Trust Department
Mississippi
$81.2K
UCB
830
United Community Bank
South Carolina
$78.8K
SFG
831
Strive Financial Group
Indiana
$78K
BLC
832
Brown, Lisle/Cummings
Rhode Island
$76.5K
SIS
833
Sound Income Strategies
Florida
$76.4K
RTC
834
Riverview Trust Company
Washington
$75.8K
FCG
835
Financial Connections Group
California
$75K
OW
836
Olistico Wealth
Oklahoma
$73.5K
AIC
837
Archer Investment Corporation
Indiana
$73.2K
BWL
838
Bogart Wealth LLC
Virginia
$72.6K
BW
839
Bravera Wealth
North Dakota
$72.4K
SWA
840
Strategic Wealth Advisors
Arizona
$72K
NSIM
841
North Star Investment Management
Illinois
$72K
RIL
842
Rothschild Investment LLC
Illinois
$70.7K
EPAM
843
Evelyn Partners Asset Management
$70.4K
BSB
844
Bangor Savings Bank
Maine
$67.9K
CBT
845
CoreFirst Bank & Trust
Kansas
$67.8K
OA
846
Operose Advisors
Wisconsin
$67.8K
CPG
847
Cornerstone Planning Group
New Jersey
$66K
CTA
848
Colonial Trust Advisors
South Carolina
$65.6K
CSB
849
City State Bank
Iowa
$64.7K
AAG
850
Armstrong Advisory Group
Massachusetts
$61.8K