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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
QWM
976
Quaker Wealth Management
New Jersey
$1.75K
CFM
977
Cornerstone Financial Management
Massachusetts
$1.6K
KG
978
Kilter Group
New York
$1.02K
BA
979
Blueline Advisors
New Hampshire
$925
BIA
980
Bell Investment Advisors
California
$875
HI
981
Horizon Investments
North Carolina
$874
AWM
982
Activest Wealth Management
Florida
$729
FGA
983
Fortis Group Advisors
New Jersey
$729
MSG
984
Main Street Group
Virginia
$729
SIC
985
SJS Investment Consulting
Ohio
$583
YP
986
YANKCOM Partnership
South Dakota
$146
Wellington Management Group
987
Wellington Management Group
Massachusetts
CRM
988
Cramer Rosenthal McGlynn
Connecticut
JWCA
989
J.W. Cole Advisors
Florida
Citadel Advisors
990
Citadel Advisors
Florida
FTUS
991
Flow Traders U.S.
New York
OWA
992
One Wealth Advisors
California
TA
993
TFB Advisors
Kansas
SCM
994
SOL Capital Management
Maryland
LWAM
995
Legacy Wealth Asset Management
Minnesota
DIA
996
Dean Investment Associates
Ohio
PPC
997
Park Place Capital
Alabama
RP
998
Reinhart Partners
Wisconsin
SP
999
Sherman Porfolios
Idaho
WP
1000
WealthPLAN Partners
Nebraska