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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
AG
176
Ascent Group
Virginia
$3.92M
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$3.87M
Principal Financial Group
178
Principal Financial Group
Iowa
$3.82M
FWP
179
Falcon Wealth Planning
California
$3.8M
HSA
180
HBK Sorce Advisory
Pennsylvania
$3.8M
CWM
181
Connecticut Wealth Management
Connecticut
$3.8M
FCP
182
Fidelis Capital Partners
Florida
$3.75M
NI
183
Nuance Investments
Missouri
$3.71M
SPC
184
Sigma Planning Corp
Michigan
$3.54M
MCA
185
MSH Capital Advisors
Arizona
$3.54M
BMWS
186
Brady Martz Wealth Solutions
North Dakota
$3.52M
IWC
187
Integrated Wealth Concepts
Massachusetts
$3.5M
SFG
188
Sage Financial Group
Pennsylvania
$3.49M
PWAM
189
Private Wealth Asset Management
Iowa
$3.47M
VW
190
Vance Wealth
California
$3.41M
HIA
191
Harbor Investment Advisory
Maryland
$3.4M
ANB
192
Amarillo National Bank
Texas
$3.29M
PGFC
193
Peapack-Gladstone Financial Corp
New Jersey
$3.29M
TA
194
Tectonic Advisors
Texas
$3.26M
MEG
195
Millstone Evans Group
Colorado
$3.26M
NAAA
196
New Age Alpha Advisors
New York
$3.23M
ET
197
Equitable Trust
Tennessee
$3.22M
HAFS
198
Hapanowicz & Associates Financial Services
Pennsylvania
$3.21M
CCM
199
Condor Capital Management
New Jersey
$3.19M
HNB
200
Huntington National Bank
Ohio
$3.17M