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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
SYBT
201
Stock Yards Bank & Trust
Kentucky
$3.14M
Financial Engines Advisors
202
Financial Engines Advisors
California
$3.14M
Brown Advisory
203
Brown Advisory
Maryland
$3.13M
FPF
204
First Pacific Financial
Washington
$3.13M
OC
205
Oppenheimer & Co
New York
$3.12M
WIC
206
Whitegate Investment Counselors
New Hampshire
$3.12M
FFA
207
First Foundation Advisors
California
$3.09M
GVAG
208
Great Valley Advisor Group
Delaware
$3.08M
EAM
209
Eukles Asset Management
Ohio
$3.08M
ASN
210
Advisory Services Network
Georgia
$3.01M
AB
211
Atlas Brown
Kentucky
$2.95M
HCA
212
Heck Capital Advisors
Wisconsin
$2.88M
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$2.87M
BBHC
214
Brown Brothers Harriman & Co
New York
$2.79M
FFA
215
Farther Finance Advisors
California
$2.77M
CSF
216
Capital Squared Financial
Maryland
$2.73M
NFG
217
Nations Financial Group
Iowa
$2.72M
SB
218
Strategic Blueprint
Georgia
$2.7M
AllianceBernstein
219
AllianceBernstein
Tennessee
$2.7M
TCM
220
Telos Capital Management
California
$2.69M
WB
221
WesBanco Bank
West Virginia
$2.66M
AQR Capital Management
222
AQR Capital Management
Connecticut
$2.61M
William Blair & Company
223
William Blair & Company
Illinois
$2.61M
WT
224
Whittier Trust
California
$2.61M
WTC
225
WhitTier Trust Company
Nevada
$2.6M