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
VWM
276
Vertrix Wealth Management
Michigan
$1.77M
CAG
277
Csenge Advisory Group
Florida
$1.76M
RCAG
278
Rehmann Capital Advisory Group
Michigan
$1.76M
ES
279
Eagle Strategies
New York
$1.75M
IFPG
280
Intrepid Financial Planning Group
Indiana
$1.73M
CFB
281
Cullen/Frost Bankers
Texas
$1.71M
ACA
282
Aptus Capital Advisors
Alabama
$1.71M
HF
283
HRT Financial
New York
$1.71M
RPG
284
Risk Paradigm Group
Texas
$1.7M
FNBOO
285
First National Bank of Omaha
Nebraska
$1.7M
CP
286
Camelot Portfolios
Ohio
$1.69M
SAM
287
Secure Asset Management
Michigan
$1.69M
CC
288
Courier Capital
New York
$1.67M
CFO
289
Callan Family Office
Pennsylvania
$1.67M
PFA
290
Pure Financial Advisors
California
$1.65M
MAM
291
MWA Asset Management
Massachusetts
$1.64M
NW
292
Naviter Wealth
Arkansas
$1.63M
MFIM
293
Mesirow Financial Investment Management
Illinois
$1.6M
TPI
294
Trust Point Inc
Wisconsin
$1.6M
LB
295
Legacy Bridge
Iowa
$1.6M
TPCW
296
TD Private Client Wealth
New York
$1.59M
PSF
297
Pacific Sun Financial
California
$1.59M
Jane Street
298
Jane Street
New York
$1.58M
AFP
299
Ausdal Financial Partners
Iowa
$1.56M
PWP
300
Perfromance Wealth Partners
Illinois
$1.54M