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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
RPC
876
Rossmore Private Capital
Connecticut
$30.6K
CBT
877
Crews Bank & Trust
Florida
$30.3K
FC
878
Financial Consulate
Maryland
$30.2K
WIM
879
Westside Investment Management
California
$29.5K
DWP
880
Destiny Wealth Partners
Florida
$29.2K
BAM
881
Bellevue Asset Management
Washington
$29.1K
MFC
882
Mechanics Financial Corp
Ohio
$28.7K
PIP
883
Peachtree Investment Partners
Florida
$28.3K
TTIC
884
Tower Trust & Investment Company
Iowa
$27.7K
SWM
885
SHP Wealth Management
Massachusetts
$26.5K
BFPW
886
BOK Financial Private Wealth
Colorado
$26.4K
RF
887
Roxbury Financial
New Jersey
$25.8K
SRCM
888
Signature Resources Capital Management
California
$24.9K
FGAM
889
Financial Gravity Asset Management
Texas
$24.8K
AW
890
Avion Wealth
Texas
$24K
AFG
891
Albion Financial Group
Utah
$23.6K
SS
892
Sunbelt Securities
Texas
$23K
MS
893
Monetary Solutions
Ohio
$21.9K
HC
894
Hara Capital
Washington
$21.6K
SIC
895
Salem Investment Counselors
North Carolina
$21K
LCA
896
Legend Capital Advisors
New York
$21K
WCM
897
Winthrop Capital Management
Indiana
$20K
FMB
898
Field & Main Bank
Kentucky
$19.5K
POIA
899
Pin Oak Investment Advisors
Texas
$19K
MAS
900
MPWM Advisory Solutions
Georgia
$18.8K