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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
MWA
1001
Monograph Wealth Advisors
California
VVP
1002
Venture Visionary Partners
Ohio
SCM
1003
SCS Capital Management
Massachusetts
PFA
1004
Portland Financial Advisors
New York
LI
1005
LMCG Investments
Massachusetts
CTB
1006
Country Trust Bank
Illinois
ICP
1007
Interchange Capital Partners
Pennsylvania
KA
1008
Kovack Advisors
Florida
DWAM
1009
Duncan Williams Asset Management
Tennessee
FHA
1010
Flagship Harbor Advisors
Massachusetts
HCM
1011
Hollencrest Capital Management
California
IRC
1012
Investors Research Corp
Georgia
LWANC
1013
Laurel Wealth Advisors (North Carolina)
North Carolina
KBFS
1014
Kohmann Bosshard Financial Services
Ohio
CP
1015
Covenant Partners
Tennessee
CYG
1016
Clean Yield Group
Vermont
HNB
1017
Hilltop National Bank
Wyoming
PP
1018
Pacifica Partners
Canada
HWP
1019
Highline Wealth Partners
California
VWWMG
1020
Vermillion & White Wealth Management Group
Pennsylvania
APCM
1021
Alaska Permanent Capital Management
Alaska
AT
1022
Arlington Trust
Alabama
AP
1023
Atwood & Palmer
Missouri
CFS
1024
Compass Financial Services
Iowa
IIM
1025
IFC & Insurance Marketing
California