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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
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$7.31M
JJBC
127
James J. Burns & Company
New York
$7.04M
MWM
128
Modera Wealth Management
New Jersey
$6.94M
AI
129
Accredited Investors
Minnesota
$6.82M
TW
130
ticino wealth
California
$6.71M
MCM
131
Monument Capital Management
Virginia
$6.69M
PWCM
132
Processus Wealth & Capital Management
Tennessee
$6.69M
BFG
133
Bleakley Financial Group
New Jersey
$6.5M
Victory Capital Management
134
Victory Capital Management
Texas
$6.44M
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$6.3M
ML
136
McAdam LLC
Pennsylvania
$6.28M
Fuller & Thaler Asset Management
137
Fuller & Thaler Asset Management
California
$6.11M
AWMNH
138
Arcadia Wealth Management (New Hampshire)
New Hampshire
$6.05M
WMWM
139
Whitaker-Myers Wealth Managers
Ohio
$5.93M
UBS AM
140
UBS AM
Illinois
$5.85M
AC
141
Aldebaran Capital
Indiana
$5.85M
AssetMark Inc
142
AssetMark Inc
California
$5.77M
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$5.74M
NW
144
NewEdge Wealth
Pennsylvania
$5.7M
SW
145
Simplicity Wealth
New Jersey
$5.63M
EWA
146
EP Wealth Advisors
California
$5.59M
AP
147
Advisors Preferred
Maryland
$5.58M
KCM
148
Kennedy Capital Management
Missouri
$5.54M
MT
149
Midwest Trust
Kansas
$5.53M
IP
150
Investment Partners
Ohio
$5.49M