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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
PWM
826
Provident Wealth Management
Tennessee
$86.9K
LWMI
827
Legacy Wealth Management (Idaho)
Idaho
$86.1K
FFA
828
Founders Financial Alliance
North Carolina
$84.2K
ADL
829
Asset Dedication LLC
California
$83.5K
GSWM
830
Golden State Wealth Management
California
$83.4K
BBPWM
831
Blue Bell Private Wealth Management
Pennsylvania
$81.5K
BTD
832
BankPlus Trust Department
Mississippi
$81.2K
UCB
833
United Community Bank
South Carolina
$78.8K
SFG
834
Strive Financial Group
Indiana
$78K
BLC
835
Brown, Lisle/Cummings
Rhode Island
$76.5K
SIS
836
Sound Income Strategies
Florida
$76.4K
RTC
837
Riverview Trust Company
Washington
$75.8K
FCG
838
Financial Connections Group
California
$75K
OW
839
Olistico Wealth
Oklahoma
$73.5K
AIC
840
Archer Investment Corporation
Indiana
$73.2K
BWL
841
Bogart Wealth LLC
Virginia
$72.6K
BW
842
Bravera Wealth
North Dakota
$72.4K
SWA
843
Strategic Wealth Advisors
Arizona
$72K
NSIM
844
North Star Investment Management
Illinois
$72K
RIL
845
Rothschild Investment LLC
Illinois
$70.7K
EPAM
846
Evelyn Partners Asset Management
$70.4K
BSB
847
Bangor Savings Bank
Maine
$67.9K
CBT
848
CoreFirst Bank & Trust
Kansas
$67.8K
OA
849
Operose Advisors
Wisconsin
$67.8K
CPG
850
Cornerstone Planning Group
New Jersey
$66K