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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
FCT
951
First Community Trust
Iowa
$5.97K
CCC
952
Chelsea Counsel Company
California
$5.92K
SL
953
Salomon & Ludwin
Virginia
$5.9K
GF
954
GGM Financials
Ohio
$5.68K
1L
955
10Elms LLP
Oklahoma
$5.39K
DSC
956
Daytona Street Capital
Missouri
$5.01K
TSMHT
957
Thurston Springer Miller Herd & Titak
Indiana
$4.96K
NRG
958
Nemes Rush Group
Michigan
$4.37K
WWM
959
Wolff Wiese Magana
California
$4.08K
DF
960
Dunhill Financial
United Kingdom
$3.24K
DWM
961
Darwin Wealth Management
Florida
$3.22K
RFA
962
Reyes Financial Architecture
California
$3.06K
BIAS
963
Beacon Investment Advisory Services
New Jersey
$3.06K
SN
964
Sittner & Nelson
Oregon
$2.92K
PP
965
PFS Partners
New Jersey
$2.77K
QAM
966
Q3 Asset Management
Michigan
$2.7K
PWPS
967
Pinnacle Wealth Planning Services
Ohio
$2.62K
FIM
968
FWL Investment Management
Texas
$2.62K
FDW
969
Fourth Dimension Wealth
Ohio
$2.49K
CT
970
Caldwell Trust
Florida
$2.48K
GCP
971
Gill Capital Partners
Colorado
$2.33K
QWM
972
Quaker Wealth Management
New Jersey
$1.75K
CFM
973
Cornerstone Financial Management
Massachusetts
$1.6K
KG
974
Kilter Group
New York
$1.02K
BA
975
Blueline Advisors
New Hampshire
$925