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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
MWA
851
Medallion Wealth Advisors
Connecticut
$60.6K
GWANC
852
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.2K
AIP
853
Ameritas Investment Partners
Nebraska
$56.3K
RMP
854
Richards, Merrill & Peterson
Washington
$55.2K
HHCP
855
Hilton Head Capital Partners
South Carolina
$53.9K
VDBMI
856
Van Den Berg Management I
Texas
$53.6K
HR
857
Howe & Rusling
New York
$52.6K
RF
858
Rossby Financial
Florida
$51.3K
FG
859
Fairman Group
Pennsylvania
$50.2K
JFA
860
JNBA Financial Advisors
Minnesota
$49.4K
APW
861
Aventura Private Wealth
Florida
$47.2K
BFO
862
Biltmore Family Office
North Carolina
$45.2K
CWM
863
Copia Wealth Management
Oregon
$44.9K
WETS
864
Wealth Enhancement Trust Services
South Dakota
$44.2K
HPC
865
HM Payson & Co
Maine
$43.7K
KB
866
Kimelman & Baird
New York
$41.4K
HWM
867
Horizons Wealth Management
North Carolina
$40.7K
WAG
868
Windsor Advisory Group
Ohio
$39.4K
GEA
869
Glen Eagle Advisors
New Jersey
$38.5K
RFA
870
Register Financial Advisors
Georgia
$37K
NWM
871
Nova Wealth Management
Florida
$36.7K
TCOT
872
Trust Company of Toledo
Ohio
$36.6K
ICCON
873
Investment Counsel Company of Nevada
Nevada
$36.6K
LBC
874
Lowe Brockenbrough & Co
Virginia
$36.4K
HFS
875
Hughes Financial Services
Virginia
$36K