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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
FG
851
Fairman Group
Pennsylvania
$50.2K
JFA
852
JNBA Financial Advisors
Minnesota
$49.4K
APW
853
Aventura Private Wealth
Florida
$47.2K
BFO
854
Biltmore Family Office
North Carolina
$45.2K
CWM
855
Copia Wealth Management
Oregon
$44.9K
WETS
856
Wealth Enhancement Trust Services
South Dakota
$44.2K
HPC
857
HM Payson & Co
Maine
$43.7K
KB
858
Kimelman & Baird
New York
$41.4K
HWM
859
Horizons Wealth Management
North Carolina
$40.7K
WAG
860
Windsor Advisory Group
Ohio
$39.4K
GEA
861
Glen Eagle Advisors
New Jersey
$38.5K
RFA
862
Register Financial Advisors
Georgia
$37K
NWM
863
Nova Wealth Management
Florida
$36.7K
TCOT
864
Trust Company of Toledo
Ohio
$36.6K
ICCON
865
Investment Counsel Company of Nevada
Nevada
$36.6K
LBC
866
Lowe Brockenbrough & Co
Virginia
$36.4K
HFS
867
Hughes Financial Services
Virginia
$36K
SEP
868
Signature Equity Partners
Ohio
$36K
GWP
869
Gen-Wealth Partners
Michigan
$35.8K
FFG
870
Forum Finance Group
$34K
TCA
871
Trifecta Capital Advisors
Illinois
$32.1K
ACA
872
American Capital Advisory
Idaho
$32.1K
GTAM
873
Global Trust Asset Management
Florida
$32K
BONH
874
Bank of New Hampshire
New Hampshire
$31K
TCM
875
Triumph Capital Management
Colorado
$30.8K