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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
DT
476
Diversified Trust
Tennessee
$568K
GGA
477
Granite Group Advisors
Connecticut
$563K
BI
478
Berkeley Inc
Idaho
$558K
OAM
479
Oak Asset Management
California
$555K
SAM
480
Silvercrest Asset Management
New York
$550K
CWM
481
Cahaba Wealth Management
Georgia
$549K
IC
482
IEQ Capital
California
$546K
ACM
483
Advisors Capital Management
New Jersey
$544K
SWA
484
Sax Wealth Advisors
New Jersey
$542K
PIA
485
Pinion Investment Advisors
Kansas
$542K
NCM
486
Next Capital Management
New York
$541K
LWM
487
LongView Wealth Management
Georgia
$541K
SWM
488
Sherman Wealth Management
Maryland
$540K
EAM
489
Evanson Asset Management
California
$539K
SB
490
Simmons Bank
Arkansas
$539K
AWMS
491
Advocacy Wealth Management Services
Georgia
$536K
HCMT
492
Highland Capital Management (Tennessee)
Tennessee
$535K
WT
493
Washington Trust
Rhode Island
$535K
FA
494
Financial Alternatives
California
$534K
1SB
495
1ST Source Bank
Indiana
$532K
EWA
496
EverSource Wealth Advisors
Alabama
$530K
GPA
497
Guidance Point Advisors
Massachusetts
$525K
EWS
498
Evergreen Wealth Solutions
Pennsylvania
$524K
PPW
499
Parcion Private Wealth
Washington
$523K
FLPIM
500
F.L. Putnam Investment Management
Massachusetts
$523K