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iShares Russell Mid-Cap Value ETF

986 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 73 funds opening new positions, 265 increasing their positions, 368 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 (-$355M)

1.51% less ownership

Funds ownership: 79.47%77.96% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 368

Holders
986
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
GTWM
351
Global Trust Wealth Management
Florida
$1.13M
PFBT
352
Parkside Financial Bank & Trust
Missouri
$1.13M
GWMIA
353
Global Wealth Management Investment Advisory
Florida
$1.11M
AL
354
ADE LLC
Maryland
$1.1M
FIA
355
Foundations Investment Advisors
Arizona
$1.1M
SF
356
Summit Financial
New Jersey
$1.1M
WIM
357
Warwick Investment Management
Texas
$1.1M
HFBOT
358
Home Federal Bank of Tennessee
Tennessee
$1.08M
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.08M
NP
360
NorthRock Partners
Minnesota
$1.08M
CWM
361
Cornerstone Wealth Management
Missouri
$1.08M
Q1WB
362
Quest 10 Wealth Builders
Virginia
$1.07M
VCM
363
Viewpoint Capital Management
Washington
$1.06M
SVWAG
364
Sound View Wealth Advisors Group
Georgia
$1.06M
FOA
365
Five Oceans Advisors
California
$1.04M
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$1.04M
NS
367
NBC Securities
Alabama
$1.03M
EWA
368
ERTS Wealth Advisors
Michigan
$1.03M
IB
369
Intrust Bank
Kansas
$1.01M
MA
370
Mutual Advisors
Nebraska
$1.01M
IPW
371
Intergy Private Wealth
Colorado
$1.01M
PMG
372
Private Management Group
California
$1.01M
AWM
373
Avior Wealth Management
Nebraska
$1M
B
374
Bailard
California
$1M
FF
375
Friday Financial
Iowa
$999K