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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
MPWT
926
MassMutual Private Wealth & Trust
Connecticut
$14.6K
ECA
927
Elevated Capital Advisors
Utah
$14.1K
HFS
928
Hantz Financial Services
Michigan
$14K
ANBT
929
American National Bank & Trust
Texas
$13.7K
ATS
930
Ashton Thomas Securities
New York
$13.4K
TIM
931
Thompson Investment Management
Wisconsin
$13.4K
SFAM
932
Sawyer Falduto Asset Management
Illinois
$13K
MG
933
MilWealth Group
Wisconsin
$12.8K
M
934
MOTCO
Texas
$12.7K
JGIA
935
Jackson Grant Investment Advisers
Connecticut
$11.8K
ITIM
936
Indiana Trust & Investment Management
Indiana
$11.7K
HWA
937
HHM Wealth Advisors
Tennessee
$11.4K
PP
938
Pingora Partners
Wyoming
$10.9K
CB
939
CNB Bank
Pennsylvania
$10.8K
CSC
940
Caldwell Sutter Capital
California
$9.47K
OL
941
one8zero8 LLC
North Carolina
$9.47K
TVWM
942
Tower View Wealth Management
Wisconsin
$8.9K
AFC
943
Ares Financial Consulting
California
$8.86K
AP
944
Advisortrust Partners
North Carolina
$8.74K
MFT
945
Moisand Fitzgerald Tamayo
Florida
$8.31K
SWP
946
Strategic Wealth Partners
Ohio
$8.31K
BIM
947
Breakwater Investment Management
Washington
$8.02K
DFC
948
DB Fitzpatrick & Co
Idaho
$8.02K
TLFA
949
True Link Financial Advisors
California
$8.02K
KFP
950
Kerr Financial Planning
California
$7.88K