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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
MG
151
Mather Group
Illinois
$5.46M
SIM
152
Stratos Investment Management
Ohio
$5.34M
Cerity Partners
153
Cerity Partners
New York
$5.27M
RFC
154
Regions Financial Corp
Alabama
$5.24M
MBI
155
May Barnhard Investments
Maryland
$5.23M
KF
156
Kelsey Financial
California
$5.17M
FMC
157
First Merchants Corp
Indiana
$5.14M
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$5.1M
ATPW
159
Ashton Thomas Private Wealth
Arizona
$5.02M
FPAS
160
Focus Partners Advisor Solutions
Missouri
$4.94M
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$4.92M
QCM
162
Quantinno Capital Management
New York
$4.91M
FFN
163
Focus Financial Network
Minnesota
$4.81M
LA
164
LWM Advisors
California
$4.77M
VA
165
VestGen Advisors
Illinois
$4.76M
BCI
166
Brinker Capital Investments
Pennsylvania
$4.67M
CB
167
Community Bank
New York
$4.59M
KCM
168
Key Capital Management
Tennessee
$4.56M
T. Rowe Price Associates
169
T. Rowe Price Associates
Maryland
$4.47M
AI
170
Auour Investments
Massachusetts
$4.24M
ATI
171
ARK & TLK Investments
Oklahoma
$4.15M
BIM
172
Bridges Investment Management
Nebraska
$4.06M
WFS
173
Widmann Financial Services
Maryland
$4.03M
Boston Partners
174
Boston Partners
Massachusetts
$4.03M
CHC
175
City Holding Co
West Virginia
$3.94M