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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
PA
226
Parallel Advisors
California
$2.6M
WANY
227
Wealthspire Advisors (New York)
New York
$2.59M
HIP
228
HUB Investment Partners
Texas
$2.57M
GWM
229
Geneos Wealth Management
Colorado
$2.57M
BPA
230
Beacon Pointe Advisors
California
$2.53M
QCG
231
Quadrant Capital Group
Ohio
$2.51M
LWP
232
LMG Wealth Partners
Louisiana
$2.5M
AFG
233
Atomi Financial Group
New York
$2.49M
BOH
234
Bank of Hawaii
Hawaii
$2.46M
IIC
235
Ironwood Investment Counsel
Arizona
$2.46M
NFW
236
Noble Family Wealth
Florida
$2.45M
SWP
237
Stratos Wealth Partners
Ohio
$2.43M
AFG
238
Allegheny Financial Group
Pennsylvania
$2.43M
IAA
239
Independent Advisor Alliance
North Carolina
$2.42M
BP
240
Ballentine Partners
Massachusetts
$2.36M
Citigroup
241
Citigroup
New York
$2.33M
MC
242
Matters Capital
Florida
$2.29M
VNT
243
Vanguard National Trust
Pennsylvania
$2.27M
Bessemer Group
244
Bessemer Group
New Jersey
$2.26M
PCM
245
Pointe Capital Management
Michigan
$2.24M
RWP
246
RWA Wealth Partners
Massachusetts
$2.21M
ABWM
247
Alpine Bank Wealth Management
Colorado
$2.19M
IA
248
IFP Advisors
Florida
$2.14M
AWA
249
Arkadios Wealth Advisors
Georgia
$2.13M
CAM
250
Cresset Asset Management
Illinois
$2.11M