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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
RIA
776
Realta Investment Advisors
Delaware
$164K
DJSG
777
D.J. St. Germain
Massachusetts
$164K
PWMG
778
Prestige Wealth Management Group
New Jersey
$157K
SIM
779
Synergy Investment Management
Florida
$154K
CFG
780
Clayton Financial Group
Missouri
$153K
HPIA
781
Hamilton Point Investment Advisors
North Carolina
$151K
RFS
782
Richardson Financial Services
Massachusetts
$148K
GI
783
GAMMA Investing
California
$146K
RFP
784
Root Financial Partners
California
$145K
HNW
785
High Note Wealth
Minnesota
$145K
DSC
786
Duncker Streett & Co
Missouri
$140K
MPCG
787
Matrix Private Capital Group
New York
$138K
RWM
788
Rialto Wealth Management
New York
$133K
MCA
789
Midwest Capital Advisors
Michigan
$133K
CAL
790
Capital Analysts LLC
Pennsylvania
$132K
BH
791
Burk Holdings
Oklahoma
$131K
National Bank of Canada
792
National Bank of Canada
Quebec, Canada
$129K
PWMG
793
Private Wealth Management Group
New Jersey
$129K
OHWP
794
Oak Harbor Wealth Partners
North Carolina
$126K
TFGT
795
TS Financial Group (TSFG)
Illinois
$125K
EWP
796
Elevation Wealth Partners
California
$123K
PK
797
Pflug Koory
Nebraska
$118K
CFD
798
Creative Financial Designs
Indiana
$117K
BFS
799
Bare Financial Services
Pennsylvania
$114K
HIW
800
Holos Integrated Wealth
Pennsylvania
$114K