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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
ATS
926
Ashton Thomas Securities
New York
$13.4K
TIM
927
Thompson Investment Management
Wisconsin
$13.4K
SFAM
928
Sawyer Falduto Asset Management
Illinois
$13K
MG
929
MilWealth Group
Wisconsin
$12.8K
M
930
MOTCO
Texas
$12.7K
JGIA
931
Jackson Grant Investment Advisers
Connecticut
$11.8K
ITIM
932
Indiana Trust & Investment Management
Indiana
$11.7K
HWA
933
HHM Wealth Advisors
Tennessee
$11.4K
PP
934
Pingora Partners
Wyoming
$10.9K
CB
935
CNB Bank
Pennsylvania
$10.8K
CSC
936
Caldwell Sutter Capital
California
$9.47K
OL
937
one8zero8 LLC
North Carolina
$9.47K
TVWM
938
Tower View Wealth Management
Wisconsin
$8.9K
AFC
939
Ares Financial Consulting
California
$8.86K
AP
940
Advisortrust Partners
North Carolina
$8.74K
MFT
941
Moisand Fitzgerald Tamayo
Florida
$8.31K
SWP
942
Strategic Wealth Partners
Ohio
$8.31K
DFC
943
DB Fitzpatrick & Co
Idaho
$8.02K
BIM
944
Breakwater Investment Management
Washington
$8.02K
TLFA
945
True Link Financial Advisors
California
$8.02K
KFP
946
Kerr Financial Planning
California
$7.88K
PWA
947
Provenance Wealth Advisors
Florida
$7.09K
PFM
948
Phillips Financial Management
Indiana
$7K
MFC
949
Morris Financial Concepts
South Carolina
$6.54K
LFG
950
Larson Financial Group
Missouri
$6.09K