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iShares Russell Mid-Cap Value ETF

986 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 73 funds opening new positions, 265 increasing their positions, 368 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 (-$355M)

1.51% less ownership

Funds ownership: 79.47%77.96% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 368

Holders
986
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
SFG
751
Synergy Financial Group
California
$212K
TTWM
752
TCV Trust & Wealth Management
Virginia
$211K
EAN
753
Excelsior Advisor Network
Colorado
$210K
1832 Asset Management
754
1832 Asset Management
Ontario, Canada
$209K
FT
755
Fiduciary Trust
Massachusetts
$207K
ML
756
MLP3 LLC
New Jersey
$207K
PFG
757
Pacific Financial Group
Washington
$206K
FCAS
758
First Command Advisory Services
Texas
$206K
AIA
759
Accelerate Investment Advisors
California
$206K
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
$206K
IAS
761
Insigneo Advisory Services
Florida
$205K
CWP
762
Cyndeo Wealth Partners
Florida
$205K
VCM
763
Vivaldi Capital Management
Illinois
$205K
Lazard Asset Management
764
Lazard Asset Management
New York
$204K
LG
765
LaFleur & Godfrey
Michigan
$204K
TAM
766
Titleist Asset Management
Texas
$204K
VCM
767
Versant Capital Management
Arizona
$203K
NEPWA
768
New England Private Wealth Advisors
Massachusetts
$203K
CAM
769
Campion Asset Management
Virginia
$203K
USCWA
770
U.S. Capital Wealth Advisors
Texas
$202K
FBFS
771
First Business Financial Services
Wisconsin
$201K
VP
772
Verum Partners
North Carolina
$200K
PGAM
773
Princeton Global Asset Management
New Jersey
$199K
BOJHT
774
Bank of Jackson Hole Trust
Wyoming
$197K
RFG
775
REAP Financial Group
Texas
$193K