IWS icon

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
William Blair & Company
226
William Blair & Company
Illinois
$2.61M
WT
227
Whittier Trust
California
$2.61M
WTC
228
WhitTier Trust Company
Nevada
$2.6M
PA
229
Parallel Advisors
California
$2.6M
WANY
230
Wealthspire Advisors (New York)
New York
$2.59M
HIP
231
HUB Investment Partners
Texas
$2.57M
GWM
232
Geneos Wealth Management
Colorado
$2.57M
BPA
233
Beacon Pointe Advisors
California
$2.53M
QCG
234
Quadrant Capital Group
Ohio
$2.51M
LWP
235
LMG Wealth Partners
Louisiana
$2.5M
AFG
236
Atomi Financial Group
New York
$2.49M
BOH
237
Bank of Hawaii
Hawaii
$2.46M
IIC
238
Ironwood Investment Counsel
Arizona
$2.46M
NFW
239
Noble Family Wealth
Florida
$2.45M
SWP
240
Stratos Wealth Partners
Ohio
$2.43M
AFG
241
Allegheny Financial Group
Pennsylvania
$2.43M
IAA
242
Independent Advisor Alliance
North Carolina
$2.42M
BP
243
Ballentine Partners
Massachusetts
$2.36M
Citigroup
244
Citigroup
New York
$2.33M
MC
245
Matters Capital
Florida
$2.29M
VNT
246
Vanguard National Trust
Pennsylvania
$2.27M
Bessemer Group
247
Bessemer Group
New Jersey
$2.26M
PCM
248
Pointe Capital Management
Michigan
$2.24M
RWP
249
RWA Wealth Partners
Massachusetts
$2.21M
ABWM
250
Alpine Bank Wealth Management
Colorado
$2.19M