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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
Boston Partners
176
Boston Partners
Massachusetts
$4.03M
GT
177
Glenmede Trust
Pennsylvania
$4.03M
CHC
178
City Holding Co
West Virginia
$3.94M
AG
179
Ascent Group
Virginia
$3.92M
Pathstone Holdings
180
Pathstone Holdings
New Jersey
$3.87M
Principal Financial Group
181
Principal Financial Group
Iowa
$3.82M
FWP
182
Falcon Wealth Planning
California
$3.8M
HSA
183
HBK Sorce Advisory
Pennsylvania
$3.8M
CWM
184
Connecticut Wealth Management
Connecticut
$3.8M
FCP
185
Fidelis Capital Partners
Florida
$3.75M
NI
186
Nuance Investments
Missouri
$3.71M
SPC
187
Sigma Planning Corp
Michigan
$3.54M
MCA
188
MSH Capital Advisors
Arizona
$3.54M
BMWS
189
Brady Martz Wealth Solutions
North Dakota
$3.52M
IWC
190
Integrated Wealth Concepts
Massachusetts
$3.5M
SFG
191
Sage Financial Group
Pennsylvania
$3.49M
PWAM
192
Private Wealth Asset Management
Iowa
$3.47M
VW
193
Vance Wealth
California
$3.41M
HIA
194
Harbor Investment Advisory
Maryland
$3.4M
ANB
195
Amarillo National Bank
Texas
$3.29M
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$3.29M
TA
197
Tectonic Advisors
Texas
$3.26M
MEG
198
Millstone Evans Group
Colorado
$3.26M
NAAA
199
New Age Alpha Advisors
New York
$3.23M
ET
200
Equitable Trust
Tennessee
$3.22M