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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
PWMAG
751
Pinnacle Wealth Management Advisory Group
New Jersey
$206K
IAS
752
Insigneo Advisory Services
Florida
$205K
CWP
753
Cyndeo Wealth Partners
Florida
$205K
VCM
754
Vivaldi Capital Management
Illinois
$205K
Lazard Asset Management
755
Lazard Asset Management
New York
$204K
LG
756
LaFleur & Godfrey
Michigan
$204K
TAM
757
Titleist Asset Management
Texas
$204K
VCM
758
Versant Capital Management
Arizona
$203K
NEPWA
759
New England Private Wealth Advisors
Massachusetts
$203K
CAM
760
Campion Asset Management
Virginia
$203K
USCWA
761
U.S. Capital Wealth Advisors
Texas
$202K
FBFS
762
First Business Financial Services
Wisconsin
$201K
VP
763
Verum Partners
North Carolina
$200K
PGAM
764
Princeton Global Asset Management
New Jersey
$199K
BOJHT
765
Bank of Jackson Hole Trust
Wyoming
$197K
RFG
766
REAP Financial Group
Texas
$193K
AC
767
AlphaCore Capital
California
$193K
IAIM
768
International Assets Investment Management
Florida
$191K
AIM
769
Anchor Investment Management
South Carolina
$190K
OC
770
Oakworth Capital
Alabama
$187K
CF
771
Centaurus Financial
California
$186K
PCA
772
Providence Capital Advisors
North Carolina
$181K
TAM
773
Townsend Asset Management
North Carolina
$173K
PAG
774
Paladin Advisory Group
Iowa
$168K
AI
775
Ariel Investments
Illinois
$167K