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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
Raymond James Financial
26
Raymond James Financial
Florida
$94.6M
PLFA
27
Pacific Life Fund Advisors
California
$88.4M
HWA
28
Heritage Wealth Advisors
Virginia
$79.5M
Truist Financial
29
Truist Financial
North Carolina
$63.7M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$62.8M
MCC
31
Money Concepts Capital
Florida
$62.6M
AWM
32
AE Wealth Management
Kansas
$55.4M
PCP
33
Proficio Capital Partners
Massachusetts
$52.1M
Lido Advisors
34
Lido Advisors
California
$46.8M
ANTB
35
AMG National Trust Bank
Colorado
$46M
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$43.2M
Mariner
37
Mariner
Kansas
$42.6M
ACA
38
Anchor Capital Advisors
Massachusetts
$40.6M
CPIG
39
Chicago Partners Investment Group
Illinois
$39.7M
SW
40
SVB Wealth
Massachusetts
$38.1M
Natixis Advisors
41
Natixis Advisors
Massachusetts
$37.8M
GI
42
GLOBALT Investments
Georgia
$36.9M
CMA
43
Cedar Mountain Advisors
Oregon
$36.7M
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$35.2M
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$35.1M
LL
46
LPWM LLC
Minnesota
$33M
TSW
47
Thompson Siegel & Walmsley
Virginia
$32.3M
HighTower Advisors
48
HighTower Advisors
Illinois
$31.9M
TIAA Trust, National Association
49
TIAA Trust, National Association
North Carolina
$31.6M
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$29.7M