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iShares Russell Mid-Cap Value ETF

982 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, 264 increasing their positions, 367 reducing their positions, and 50 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 funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $11.6B → $11.2B (-$358M)

1.54% less ownership

Funds ownership: 79.46%77.92% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 367

Holders
982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
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
1832 Asset Management
751
1832 Asset Management
Ontario, Canada
$209K
FT
752
Fiduciary Trust
Massachusetts
$207K
ML
753
MLP3 LLC
New Jersey
$207K
PFG
754
Pacific Financial Group
Washington
$206K
FCAS
755
First Command Advisory Services
Texas
$206K
AIA
756
Accelerate Investment Advisors
California
$206K
PWMAG
757
Pinnacle Wealth Management Advisory Group
New Jersey
$206K
IAS
758
Insigneo Advisory Services
Florida
$205K
CWP
759
Cyndeo Wealth Partners
Florida
$205K
VCM
760
Vivaldi Capital Management
Illinois
$205K
Lazard Asset Management
761
Lazard Asset Management
New York
$204K
LG
762
LaFleur & Godfrey
Michigan
$204K
TAM
763
Titleist Asset Management
Texas
$204K
VCM
764
Versant Capital Management
Arizona
$203K
NEPWA
765
New England Private Wealth Advisors
Massachusetts
$203K
CAM
766
Campion Asset Management
Virginia
$203K
USCWA
767
U.S. Capital Wealth Advisors
Texas
$202K
FBFS
768
First Business Financial Services
Wisconsin
$201K
VP
769
Verum Partners
North Carolina
$200K
PGAM
770
Princeton Global Asset Management
New Jersey
$199K
BOJHT
771
Bank of Jackson Hole Trust
Wyoming
$197K
RFG
772
REAP Financial Group
Texas
$193K
AC
773
AlphaCore Capital
California
$193K
IAIM
774
International Assets Investment Management
Florida
$191K
AIM
775
Anchor Investment Management
South Carolina
$190K