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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
OC
776
Oakworth Capital
Alabama
$187K
CF
777
Centaurus Financial
California
$186K
PCA
778
Providence Capital Advisors
North Carolina
$181K
TAM
779
Townsend Asset Management
North Carolina
$173K
PAG
780
Paladin Advisory Group
Iowa
$168K
AI
781
Ariel Investments
Illinois
$167K
RIA
782
Realta Investment Advisors
Delaware
$164K
DJSG
783
D.J. St. Germain
Massachusetts
$164K
PWMG
784
Prestige Wealth Management Group
New Jersey
$157K
SIM
785
Synergy Investment Management
Florida
$154K
CFG
786
Clayton Financial Group
Missouri
$153K
HPIA
787
Hamilton Point Investment Advisors
North Carolina
$151K
RFS
788
Richardson Financial Services
Massachusetts
$148K
GI
789
GAMMA Investing
California
$146K
RFP
790
Root Financial Partners
California
$145K
HNW
791
High Note Wealth
Minnesota
$145K
DSC
792
Duncker Streett & Co
Missouri
$140K
MPCG
793
Matrix Private Capital Group
New York
$138K
RWM
794
Rialto Wealth Management
New York
$133K
MCA
795
Midwest Capital Advisors
Michigan
$133K
CAL
796
Capital Analysts LLC
Pennsylvania
$132K
BH
797
Burk Holdings
Oklahoma
$131K
National Bank of Canada
798
National Bank of Canada
Quebec, Canada
$129K
PWMG
799
Private Wealth Management Group
New Jersey
$129K
OHWP
800
Oak Harbor Wealth Partners
North Carolina
$126K