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
DC
376
Davenport & Co
Virginia
$946K
GWP
377
Gateway Wealth Partners
Wisconsin
$943K
TP
378
Tranquility Partners
Tennessee
$943K
JE
379
Jacobs Equity
Utah
$941K
MA
380
MCF Advisors
Kentucky
$935K
BOSSRA
381
B.O.S.S. Retirement Advisors
Utah
$931K
SI
382
Saxon Interests
Texas
$922K
SFB
383
STAR Financial Bank
Indiana
$920K
WTB
384
Washington Trust Bank
Washington
$914K
RB
385
Renasant Bank
Mississippi
$903K
AA
386
Auxano Advisors
Washington
$899K
MWP
387
MYCIO Wealth Partners
Pennsylvania
$890K
PP
388
Prosperity Planning
Missouri
$889K
LW
389
Linscomb Wealth
Texas
$888K
WIA
390
World Investment Advisors
California
$884K
EW
391
Evoke Wealth
California
$875K
RWP
392
Revolve Wealth Partners
New Jersey
$867K
BCM
393
Brookstone Capital Management
Illinois
$867K
FTWA
394
Fifth Third Wealth Advisors
Ohio
$866K
KOC
395
Koss-Olinger Consulting
Florida
$865K
IWM
396
IHT Wealth Management
Illinois
$859K
CGA
397
Crescent Grove Advisors
Illinois
$847K
BRWA
398
B. Riley Wealth Advisors
Florida
$842K
CIA
399
Concurrent Investment Advisors
Florida
$842K
WI
400
Wedgewood Investors
Pennsylvania
$831K