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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
CWM
1001
Collaborative Wealth Management
Florida
LTAS
1002
Linden Thomas Advisory Services
North Carolina
CNBOF
1003
City National Bank of Florida
Florida
WHG
1004
Westwood Holdings Group
Texas
CG
1005
Caprock Group
Idaho
Qube Research & Technologies (QRT)
1006
Qube Research & Technologies (QRT)
United Kingdom
WS
1007
Wilian Securities
Minnesota
MWA
1008
Monograph Wealth Advisors
California
VVP
1009
Venture Visionary Partners
Ohio
SCM
1010
SCS Capital Management
Massachusetts
PFA
1011
Portland Financial Advisors
New York
LI
1012
LMCG Investments
Massachusetts
CTB
1013
Country Trust Bank
Illinois
ICP
1014
Interchange Capital Partners
Pennsylvania
KA
1015
Kovack Advisors
Florida
DWAM
1016
Duncan Williams Asset Management
Tennessee
FHA
1017
Flagship Harbor Advisors
Massachusetts
HCM
1018
Hollencrest Capital Management
California
IRC
1019
Investors Research Corp
Georgia
LWANC
1020
Laurel Wealth Advisors (North Carolina)
North Carolina
KBFS
1021
Kohmann Bosshard Financial Services
Ohio
CP
1022
Covenant Partners
Tennessee
CYG
1023
Clean Yield Group
Vermont
HNB
1024
Hilltop National Bank
Wyoming
PP
1025
Pacifica Partners
Canada