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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
SIS
826
Sound Income Strategies
Florida
$76.4K
RTC
827
Riverview Trust Company
Washington
$75.8K
FCG
828
Financial Connections Group
California
$75K
OW
829
Olistico Wealth
Oklahoma
$73.5K
AIC
830
Archer Investment Corporation
Indiana
$73.2K
BWL
831
Bogart Wealth LLC
Virginia
$72.6K
BW
832
Bravera Wealth
North Dakota
$72.4K
SWA
833
Strategic Wealth Advisors
Arizona
$72K
NSIM
834
North Star Investment Management
Illinois
$72K
RIL
835
Rothschild Investment LLC
Illinois
$70.7K
EPAM
836
Evelyn Partners Asset Management
$70.4K
BSB
837
Bangor Savings Bank
Maine
$67.9K
OA
838
Operose Advisors
Wisconsin
$67.8K
CPG
839
Cornerstone Planning Group
New Jersey
$66K
CTA
840
Colonial Trust Advisors
South Carolina
$65.6K
CSB
841
City State Bank
Iowa
$64.7K
AAG
842
Armstrong Advisory Group
Massachusetts
$61.8K
MWA
843
Medallion Wealth Advisors
Connecticut
$60.6K
GWANC
844
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.2K
AIP
845
Ameritas Investment Partners
Nebraska
$56.3K
RMP
846
Richards, Merrill & Peterson
Washington
$55.2K
HHCP
847
Hilton Head Capital Partners
South Carolina
$53.9K
VDBMI
848
Van Den Berg Management I
Texas
$53.6K
HR
849
Howe & Rusling
New York
$52.6K
RF
850
Rossby Financial
Florida
$51.3K