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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
Osaic Holdings
51
Osaic Holdings
Arizona
$29.6M
KeyBank National Association
52
KeyBank National Association
Ohio
$28.9M
Goldman Sachs
53
Goldman Sachs
New York
$28.5M
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$26.4M
BPWM
55
Badgley Phelps Wealth Managers
Washington
$26M
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$25.9M
MGIA
57
Moneta Group Investment Advisors
Missouri
$25.9M
PWM
58
Parkway Wealth Management
Texas
$25.2M
KAS
59
Kestra Advisory Services
Texas
$24.9M
RA
60
Rodgers & Associates
Pennsylvania
$24.9M
Baird Financial Group
61
Baird Financial Group
Wisconsin
$24.6M
FCAM
62
First Citizens Asset Management
North Carolina
$24M
CBU
63
CIBC Bancorp USA
Illinois
$23.9M
PFPG
64
Pinnacle Financial Partners (Georgia)
Georgia
$22.3M
M&T Bank
65
M&T Bank
New York
$22.2M
AMG
66
Asset Management Group
Connecticut
$22.1M
RFA
67
RTD Financial Advisors
Pennsylvania
$20.9M
Stifel Financial
68
Stifel Financial
Missouri
$20.5M
Creative Planning
69
Creative Planning
Kansas
$19.4M
Corient Private Wealth
70
Corient Private Wealth
Florida
$19.2M
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$18.8M
AAP
72
Arax Advisory Partners
Colorado
$18.7M
SCM
73
Sterling Capital Management
North Carolina
$18.3M
LFWA
74
LBJ Family Wealth Advisors
Texas
$17.9M
SPIA
75
Steward Partners Investment Advisory
New York
$17.6M