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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
SEP
876
Signature Equity Partners
Ohio
$36K
GWP
877
Gen-Wealth Partners
Michigan
$35.8K
FFG
878
Forum Finance Group
$34K
TCA
879
Trifecta Capital Advisors
Illinois
$32.1K
ACA
880
American Capital Advisory
Idaho
$32.1K
GTAM
881
Global Trust Asset Management
Florida
$32K
BONH
882
Bank of New Hampshire
New Hampshire
$31K
TCM
883
Triumph Capital Management
Colorado
$30.8K
RPC
884
Rossmore Private Capital
Connecticut
$30.6K
CBT
885
Crews Bank & Trust
Florida
$30.3K
FC
886
Financial Consulate
Maryland
$30.2K
WIM
887
Westside Investment Management
California
$29.5K
DWP
888
Destiny Wealth Partners
Florida
$29.2K
BAM
889
Bellevue Asset Management
Washington
$29.1K
MFC
890
Mechanics Financial Corp
Ohio
$28.7K
PIP
891
Peachtree Investment Partners
Florida
$28.3K
TTIC
892
Tower Trust & Investment Company
Iowa
$27.7K
SWM
893
SHP Wealth Management
Massachusetts
$26.5K
BFPW
894
BOK Financial Private Wealth
Colorado
$26.4K
RF
895
Roxbury Financial
New Jersey
$25.8K
SRCM
896
Signature Resources Capital Management
California
$24.9K
FGAM
897
Financial Gravity Asset Management
Texas
$24.8K
AW
898
Avion Wealth
Texas
$24K
AFG
899
Albion Financial Group
Utah
$23.6K
SS
900
Sunbelt Securities
Texas
$23K