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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
AC
776
AlphaCore Capital
California
$193K
IAIM
777
International Assets Investment Management
Florida
$191K
AIM
778
Anchor Investment Management
South Carolina
$190K
OC
779
Oakworth Capital
Alabama
$187K
CF
780
Centaurus Financial
California
$186K
PCA
781
Providence Capital Advisors
North Carolina
$181K
TAM
782
Townsend Asset Management
North Carolina
$173K
PAG
783
Paladin Advisory Group
Iowa
$168K
AI
784
Ariel Investments
Illinois
$167K
RIA
785
Realta Investment Advisors
Delaware
$164K
DJSG
786
D.J. St. Germain
Massachusetts
$164K
PWMG
787
Prestige Wealth Management Group
New Jersey
$157K
SIM
788
Synergy Investment Management
Florida
$154K
CFG
789
Clayton Financial Group
Missouri
$153K
HPIA
790
Hamilton Point Investment Advisors
North Carolina
$151K
RFS
791
Richardson Financial Services
Massachusetts
$148K
GI
792
GAMMA Investing
California
$146K
RFP
793
Root Financial Partners
California
$145K
HNW
794
High Note Wealth
Minnesota
$145K
DSC
795
Duncker Streett & Co
Missouri
$140K
MPCG
796
Matrix Private Capital Group
New York
$138K
RWM
797
Rialto Wealth Management
New York
$133K
MCA
798
Midwest Capital Advisors
Michigan
$133K
CAL
799
Capital Analysts LLC
Pennsylvania
$132K
BH
800
Burk Holdings
Oklahoma
$131K