iShares Russell Mid-Cap Value ETF
988 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 74 funds opening new positions, 265 increasing their positions, 368 reducing their positions, and 50 closing their positions.
108% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $904K
48% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 50
6% more funds holding in top 10
Funds holding in top 10: 34 → 36 (+2)
0% less funds holding
Funds holding: 990 → 988 (-2)
3% less capital invested
Capital invested by funds: $11.6B → $11.2B (-$354M)
1.5% less ownership
Funds ownership: 79.47% → 77.96% (-1.5%)
28% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 368
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$53.1M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$37M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$20.5M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$17.2M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$468M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$298M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$99.2M |
| 4 |
AF
Align Financial
Hermantown,
Minnesota
|
-$33M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$29.7M |
IWS Hedge Fund Activity: Q1 2026 in Review
988 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2026, worth a combined $11.2B — down 3.1% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new IWS positions and 50 closed out — a net gain of 24 holders — while 265 added to existing stakes and 368 trimmed.
The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $53.1M. The largest seller was TIAA Trust, National Association, cutting an estimated $468M.
- 988 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2026, down from 990 in Q4 2025.
- Funds reported $11.2B of iShares Russell Mid-Cap Value ETF stock for Q1 2026, down 3.1% quarter-over-quarter.
- 74 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2026 and 50 closed out, a net change of +24 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2026 was Proficio Capital Partners, an estimated $53.1M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $468M sold.
Based on aggregated 13F filings for Q1 2026.