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iShares Russell Mid-Cap Value ETF

986 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 73 funds opening new positions, 265 increasing their positions, 368 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 (-$355M)

1.51% less ownership

Funds ownership: 79.47%77.96% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 368

Holders
986
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
FGAM
901
Financial Gravity Asset Management
Texas
$24.8K
AW
902
Avion Wealth
Texas
$24K
AFG
903
Albion Financial Group
Utah
$23.6K
SS
904
Sunbelt Securities
Texas
$23K
MS
905
Monetary Solutions
Ohio
$21.9K
HC
906
Hara Capital
Washington
$21.6K
SIC
907
Salem Investment Counselors
North Carolina
$21K
LCA
908
Legend Capital Advisors
New York
$21K
WCM
909
Winthrop Capital Management
Indiana
$20K
FMB
910
Field & Main Bank
Kentucky
$19.5K
POIA
911
Pin Oak Investment Advisors
Texas
$19K
MAS
912
MPWM Advisory Solutions
Georgia
$18.8K
MCI
913
MRP Capital Investments
Georgia
$17.8K
OWP
914
ORG Wealth Partners
Texas
$17.7K
MLA
915
MB, Levis & Associates
Pennsylvania
$17.3K
AG
916
AmeriFlex Group
Nevada
$17.2K
CFFP
917
Center for Financial Planning
Michigan
$16.9K
HHGA
918
Halbert Hargrove Global Advisors
California
$16.5K
CFO
919
CVA Family Office
Colorado
$16.3K
CT
920
Clearstead Trust
Maine
$16.2K
FRA
921
Front Row Advisors
California
$15.9K
EWM
922
Evermay Wealth Management
Virginia
$15.6K
CAL
923
Capital Advisors Ltd
Ohio
$15K
SAM
924
Smartleaf Asset Management
Massachusetts
$14.9K
AWM
925
Abound Wealth Management
Tennessee
$14.9K