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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
NAM
576
NTV Asset Management
West Virginia
$383K
XPN
577
XY Planning Network
Montana
$382K
BCM
578
BTC Capital Management
Iowa
$382K
MCWS
579
McKinley Carter Wealth Services
West Virginia
$381K
NL
580
NWAM LLC
Washington
$378K
AWM
581
Atticus Wealth Management
Florida
$377K
APW
582
Acima Private Wealth
Virginia
$377K
DFG
583
Dynamic Financial Group
Iowa
$376K
EWM
584
Empirical Wealth Management
Washington
$376K
IWS
585
Integrity Wealth Solutions
Colorado
$375K
VAI
586
Vanguard Advisers Inc
Pennsylvania
$371K
BIG
587
Builder Investment Group
Georgia
$370K
VDI
588
Vaughan David Investments
Illinois
$369K
CCM
589
Cohen Capital Management
California
$369K
AA
590
Ancora Advisors
Ohio
$368K
JIC
591
Joel Isaacson & Co
New York
$366K
KJHP
592
K.J. Harrison & Partners
Ontario, Canada
$365K
EPW
593
Evolve Private Wealth
California
$365K
SA
594
Sovran Advisors
California
$364K
MC
595
Mathes Company
New York
$364K
BI
596
Ballast Inc
Kentucky
$362K
CFP
597
Cascade Financial Partners
California
$362K
FVWA
598
Foster Victor Wealth Advisors
South Carolina
$357K
MWM
599
Mission Wealth Management
California
$357K
LWM
600
Level Wealth Management
North Carolina
$357K