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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
WWM
951
Wolff Wiese Magana
California
$4.08K
DF
952
Dunhill Financial
United Kingdom
$3.24K
DWM
953
Darwin Wealth Management
Florida
$3.22K
RFA
954
Reyes Financial Architecture
California
$3.06K
BIAS
955
Beacon Investment Advisory Services
New Jersey
$3.06K
SN
956
Sittner & Nelson
Oregon
$2.92K
PP
957
PFS Partners
New Jersey
$2.77K
QAM
958
Q3 Asset Management
Michigan
$2.7K
PWPS
959
Pinnacle Wealth Planning Services
Ohio
$2.62K
FIM
960
FWL Investment Management
Texas
$2.62K
FDW
961
Fourth Dimension Wealth
Ohio
$2.49K
CT
962
Caldwell Trust
Florida
$2.48K
GCP
963
Gill Capital Partners
Colorado
$2.33K
QWM
964
Quaker Wealth Management
New Jersey
$1.75K
CFM
965
Cornerstone Financial Management
Massachusetts
$1.6K
KG
966
Kilter Group
New York
$1.02K
BA
967
Blueline Advisors
New Hampshire
$925
BIA
968
Bell Investment Advisors
California
$875
HI
969
Horizon Investments
North Carolina
$874
AWM
970
Activest Wealth Management
Florida
$729
FGA
971
Fortis Group Advisors
New Jersey
$729
MSG
972
Main Street Group
Virginia
$729
SIC
973
SJS Investment Consulting
Ohio
$583
YP
974
YANKCOM Partnership
South Dakota
$146
NA
975
NewEdge Advisors
Louisiana