IWS icon

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
HGWM
251
Horst & Graben Wealth Management
Oregon
$2.11M
CL
252
Choreo LLC
Illinois
$2.1M
GIM
253
Goelzer Investment Management
Indiana
$2.09M
MWM
254
Meridian Wealth Management
Kentucky
$2.07M
LOWM
255
Laurel Oak Wealth Management
New Jersey
$2.07M
NF
256
Nvest Financial
New Hampshire
$2.04M
PWS
257
Peloton Wealth Strategists
Indiana
$2.03M
TWM
258
Tradition Wealth Management
Minnesota
$2.01M
BMCM
259
Bryn Mawr Capital Management
Pennsylvania
$2M
AAS
260
Ameritas Advisory Services
Nebraska
$1.98M
BIA
261
BHK Investment Advisors
Alabama
$1.98M
BB
262
Berkshire Bank
Massachusetts
$1.96M
TG
263
TCW Group
California
$1.94M
TWIM
264
TIAA Wealth Investment Management
New York
$1.94M
Wealthfront Advisers
265
Wealthfront Advisers
California
$1.92M
KWM
266
Kingsview Wealth Management
Oregon
$1.89M
BEI
267
Benjamin Edwards Inc
Missouri
$1.88M
PS
268
Principal Securities
Iowa
$1.88M
WSFS
269
Wilmington Savings Fund Society
Delaware
$1.87M
Nomura Asset Management
270
Nomura Asset Management
Japan
$1.84M
DADC
271
D.A. Davidson & Co
Montana
$1.82M
RFWA
272
RPg Family Wealth Advisory
Massachusetts
$1.77M
VWM
273
Vertrix Wealth Management
Michigan
$1.77M
CAG
274
Csenge Advisory Group
Florida
$1.76M
RCAG
275
Rehmann Capital Advisory Group
Michigan
$1.76M