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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
MCI
901
MRP Capital Investments
Georgia
$17.8K
OWP
902
ORG Wealth Partners
Texas
$17.7K
MLA
903
MB, Levis & Associates
Pennsylvania
$17.3K
AG
904
AmeriFlex Group
Nevada
$17.2K
CFFP
905
Center for Financial Planning
Michigan
$16.9K
HHGA
906
Halbert Hargrove Global Advisors
California
$16.5K
CFO
907
CVA Family Office
Colorado
$16.3K
CT
908
Clearstead Trust
Maine
$16.2K
FRA
909
Front Row Advisors
California
$15.9K
EWM
910
Evermay Wealth Management
Virginia
$15.6K
CAL
911
Capital Advisors Ltd
Ohio
$15K
SAM
912
Smartleaf Asset Management
Massachusetts
$14.9K
AWM
913
Abound Wealth Management
Tennessee
$14.9K
MPWT
914
MassMutual Private Wealth & Trust
Connecticut
$14.6K
ECA
915
Elevated Capital Advisors
Utah
$14.1K
HFS
916
Hantz Financial Services
Michigan
$14K
ANBT
917
American National Bank & Trust
Texas
$13.7K
TIM
918
Thompson Investment Management
Wisconsin
$13.4K
ATS
919
Ashton Thomas Securities
New York
$13.4K
SFAM
920
Sawyer Falduto Asset Management
Illinois
$13K
MG
921
MilWealth Group
Wisconsin
$12.8K
M
922
MOTCO
Texas
$12.7K
JGIA
923
Jackson Grant Investment Advisers
Connecticut
$11.8K
ITIM
924
Indiana Trust & Investment Management
Indiana
$11.7K
HWA
925
HHM Wealth Advisors
Tennessee
$11.4K