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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
TRCT
401
Tower Research Capital (TRC)
New York
$828K
PCH
402
PGIM Custom Harvest
New Jersey
$818K
DM
403
Diversified Management
Wisconsin
$816K
TPA
404
Trivium Point Advisory
Connecticut
$816K
RBC
405
Romano Brothers & Co
Illinois
$797K
BA
406
Ballew Advisors
Mississippi
$793K
GFP
407
Gryphon Financial Partners
Ohio
$792K
SFPG
408
Stonebridge Financial Planning Group
Florida
$781K
RW
409
Regimen Wealth
Georgia
$780K
MMG
410
Monetary Management Group
Missouri
$780K
KWA
411
Kingswood Wealth Advisors
California
$772K
SEI Investments
412
SEI Investments
Pennsylvania
$770K
PWM
413
Parkshore Wealth Management
California
$770K
AI
414
Atria Investments
North Carolina
$765K
TWP
415
Triad Wealth Partners
Kansas
$757K
TPWA
416
Twin Peaks Wealth Advisors
California
$755K
WWM
417
Western Wealth Management
Colorado
$748K
RMDI
418
R.M. Davis Inc
Maine
$748K
ODIJL
419
One Day In July LLC
Vermont
$740K
SAW
420
Signal Advisors Wealth
Michigan
$738K
AA
421
Alesco Advisors
New York
$735K
SIA
422
Stegner Investment Associates
Kentucky
$732K
NAMP
423
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$722K
PCIA
424
Prime Capital Investment Advisors
Kansas
$717K
CCAL
425
City Center Advisors LLC
Michigan
$709K