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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
KFP
126
KMG Fiduciary Partners
Ohio
$7.36M
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$7.31M
JJBC
128
James J. Burns & Company
New York
$7.04M
MWM
129
Modera Wealth Management
New Jersey
$6.94M
AI
130
Accredited Investors
Minnesota
$6.82M
TW
131
ticino wealth
California
$6.71M
MCM
132
Monument Capital Management
Virginia
$6.69M
PWCM
133
Processus Wealth & Capital Management
Tennessee
$6.69M
BFG
134
Bleakley Financial Group
New Jersey
$6.5M
Victory Capital Management
135
Victory Capital Management
Texas
$6.44M
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$6.3M
ML
137
McAdam LLC
Pennsylvania
$6.28M
Fuller & Thaler Asset Management
138
Fuller & Thaler Asset Management
California
$6.11M
AWMNH
139
Arcadia Wealth Management (New Hampshire)
New Hampshire
$6.05M
WMWM
140
Whitaker-Myers Wealth Managers
Ohio
$5.93M
MKW
141
Mullaney, Keating & Wright
Connecticut
$5.88M
UBS AM
142
UBS AM
Illinois
$5.85M
AC
143
Aldebaran Capital
Indiana
$5.85M
AssetMark Inc
144
AssetMark Inc
California
$5.77M
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$5.74M
NW
146
NewEdge Wealth
Pennsylvania
$5.7M
SW
147
Simplicity Wealth
New Jersey
$5.63M
EWA
148
EP Wealth Advisors
California
$5.59M
AP
149
Advisors Preferred
Maryland
$5.58M
KCM
150
Kennedy Capital Management
Missouri
$5.54M