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