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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
MS
901
Monetary Solutions
Ohio
$21.9K
HC
902
Hara Capital
Washington
$21.6K
SIC
903
Salem Investment Counselors
North Carolina
$21K
LCA
904
Legend Capital Advisors
New York
$21K
WCM
905
Winthrop Capital Management
Indiana
$20K
FMB
906
Field & Main Bank
Kentucky
$19.5K
POIA
907
Pin Oak Investment Advisors
Texas
$19K
MAS
908
MPWM Advisory Solutions
Georgia
$18.8K
MCI
909
MRP Capital Investments
Georgia
$17.8K
OWP
910
ORG Wealth Partners
Texas
$17.7K
MLA
911
MB, Levis & Associates
Pennsylvania
$17.3K
AG
912
AmeriFlex Group
Nevada
$17.2K
CFFP
913
Center for Financial Planning
Michigan
$16.9K
HHGA
914
Halbert Hargrove Global Advisors
California
$16.5K
CFO
915
CVA Family Office
Colorado
$16.3K
CT
916
Clearstead Trust
Maine
$16.2K
FRA
917
Front Row Advisors
California
$15.9K
EWM
918
Evermay Wealth Management
Virginia
$15.6K
CAL
919
Capital Advisors Ltd
Ohio
$15K
SAM
920
Smartleaf Asset Management
Massachusetts
$14.9K
AWM
921
Abound Wealth Management
Tennessee
$14.9K
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$14.6K
ECA
923
Elevated Capital Advisors
Utah
$14.1K
HFS
924
Hantz Financial Services
Michigan
$14K
ANBT
925
American National Bank & Trust
Texas
$13.7K