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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
HAFS
201
Hapanowicz & Associates Financial Services
Pennsylvania
$3.21M
CCM
202
Condor Capital Management
New Jersey
$3.19M
HNB
203
Huntington National Bank
Ohio
$3.17M
SYBT
204
Stock Yards Bank & Trust
Kentucky
$3.14M
Financial Engines Advisors
205
Financial Engines Advisors
California
$3.14M
Brown Advisory
206
Brown Advisory
Maryland
$3.13M
FPF
207
First Pacific Financial
Washington
$3.13M
OC
208
Oppenheimer & Co
New York
$3.12M
WIC
209
Whitegate Investment Counselors
New Hampshire
$3.12M
FFA
210
First Foundation Advisors
California
$3.09M
GVAG
211
Great Valley Advisor Group
Delaware
$3.08M
EAM
212
Eukles Asset Management
Ohio
$3.08M
ASN
213
Advisory Services Network
Georgia
$3.01M
AB
214
Atlas Brown
Kentucky
$2.95M
HCA
215
Heck Capital Advisors
Wisconsin
$2.88M
Allspring Global Investments
216
Allspring Global Investments
North Carolina
$2.87M
BBHC
217
Brown Brothers Harriman & Co
New York
$2.79M
FFA
218
Farther Finance Advisors
California
$2.77M
CSF
219
Capital Squared Financial
Maryland
$2.73M
NFG
220
Nations Financial Group
Iowa
$2.72M
SB
221
Strategic Blueprint
Georgia
$2.7M
AllianceBernstein
222
AllianceBernstein
Tennessee
$2.7M
TCM
223
Telos Capital Management
California
$2.69M
WB
224
WesBanco Bank
West Virginia
$2.66M
AQR Capital Management
225
AQR Capital Management
Connecticut
$2.61M