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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
MT
151
Midwest Trust
Kansas
$5.53M
IP
152
Investment Partners
Ohio
$5.49M
MG
153
Mather Group
Illinois
$5.46M
SIM
154
Stratos Investment Management
Ohio
$5.34M
Cerity Partners
155
Cerity Partners
New York
$5.27M
RFC
156
Regions Financial Corp
Alabama
$5.24M
MBI
157
May Barnhard Investments
Maryland
$5.23M
KF
158
Kelsey Financial
California
$5.17M
FMC
159
First Merchants Corp
Indiana
$5.14M
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$5.1M
ATPW
161
Ashton Thomas Private Wealth
Arizona
$5.02M
FPAS
162
Focus Partners Advisor Solutions
Missouri
$4.94M
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$4.92M
QCM
164
Quantinno Capital Management
New York
$4.91M
FFN
165
Focus Financial Network
Minnesota
$4.81M
LA
166
LWM Advisors
California
$4.77M
VA
167
VestGen Advisors
Illinois
$4.76M
BCI
168
Brinker Capital Investments
Pennsylvania
$4.67M
CB
169
Community Bank
New York
$4.59M
KCM
170
Key Capital Management
Tennessee
$4.56M
T. Rowe Price Associates
171
T. Rowe Price Associates
Maryland
$4.47M
AI
172
Auour Investments
Massachusetts
$4.24M
ATI
173
ARK & TLK Investments
Oklahoma
$4.15M
BIM
174
Bridges Investment Management
Nebraska
$4.06M
WFS
175
Widmann Financial Services
Maryland
$4.03M