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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
PP
926
Pingora Partners
Wyoming
$10.9K
CB
927
CNB Bank
Pennsylvania
$10.8K
CSC
928
Caldwell Sutter Capital
California
$9.47K
OL
929
one8zero8 LLC
North Carolina
$9.47K
TVWM
930
Tower View Wealth Management
Wisconsin
$8.9K
AFC
931
Ares Financial Consulting
California
$8.86K
AP
932
Advisortrust Partners
North Carolina
$8.74K
MFT
933
Moisand Fitzgerald Tamayo
Florida
$8.31K
SWP
934
Strategic Wealth Partners
Ohio
$8.31K
BIM
935
Breakwater Investment Management
Washington
$8.02K
DFC
936
DB Fitzpatrick & Co
Idaho
$8.02K
TLFA
937
True Link Financial Advisors
California
$8.02K
KFP
938
Kerr Financial Planning
California
$7.88K
PWA
939
Provenance Wealth Advisors
Florida
$7.09K
PFM
940
Phillips Financial Management
Indiana
$7K
MFC
941
Morris Financial Concepts
South Carolina
$6.54K
LFG
942
Larson Financial Group
Missouri
$6.09K
FCT
943
First Community Trust
Iowa
$5.97K
CCC
944
Chelsea Counsel Company
California
$5.92K
SL
945
Salomon & Ludwin
Virginia
$5.9K
GF
946
GGM Financials
Ohio
$5.68K
1L
947
10Elms LLP
Oklahoma
$5.39K
DSC
948
Daytona Street Capital
Missouri
$5.01K
TSMHT
949
Thurston Springer Miller Herd & Titak
Indiana
$4.96K
NRG
950
Nemes Rush Group
Michigan
$4.37K