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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
FTS
76
Fifth Third Securities
Ohio
$17.1M
AF
77
Allworth Financial
California
$17M
Northern Trust
78
Northern Trust
Illinois
$16.9M
APP
79
Avantax Planning Partners
Iowa
$16.6M
PCG
80
Prosperity Consulting Group
Maryland
$16.5M
HSBC Holdings
81
HSBC Holdings
United Kingdom
$16.3M
WA
82
Waverly Advisors
Alabama
$15.7M
ECM
83
Evergreen Capital Management
Washington
$15.2M
KFG
84
Kingdom Financial Group
Arizona
$14.4M
LAS
85
Lloyd Advisory Services
Georgia
$14.4M
OAM
86
Occidental Asset Management
California
$13.6M
FHC
87
First Horizon Corporation
Tennessee
$13.5M
BCIM
88
Bishop & Co Investment Management
Pennsylvania
$13.5M
BF
89
BOK Financial
Oklahoma
$12.9M
MCM
90
MAI Capital Management
Ohio
$12.9M
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$12.4M
JIC
92
Johnson Investment Counsel
Ohio
$12.4M
CA
93
Clearstead Advisors
Ohio
$12.1M
KPWS
94
Kestra Private Wealth Services
Texas
$11.9M
SC
95
Savant Capital
Illinois
$11.8M
BCWM
96
Bartlett & Co Wealth Management
Ohio
$11.6M
OCM
97
One Capital Management
California
$11.2M
LI
98
LifeWealth Investments
Florida
$11.2M
Bank of New York Mellon
99
Bank of New York Mellon
New York
$11.2M
WFA
100
WestHill Financial Advisors
California
$11M