We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

986 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 73 funds opening new positions, 265 increasing their positions, 368 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 (-$355M)

1.51% less ownership

Funds ownership: 79.47%77.96% (-1.5%)

28% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 368

Holders
986
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
NB
626
NBT Bank
New York
$336K
PP
627
Postrock Partners
Oregon
$336K
TWM
628
Thryve Wealth Management
Texas
$334K
TF
629
Theory Financial
Colorado
$334K
MIC
630
Means Investment Company
Maine
$334K
BWM
631
BCGM Wealth Management
Indiana
$332K
CFG
632
Citizens Financial Group
Rhode Island
$332K
RFN
633
RDA Financial Network
Iowa
$330K
RBFC
634
Roman Butler Fullerton & Co
Missouri
$328K
UAG
635
United Advisor Group
Ohio
$328K
WB
636
West Bancorporation
Iowa
$322K
EGWAG
637
Elwood & Goetz Wealth Advisory Group
Georgia
$320K
AA
638
Aire Advisors
California
$319K
ESB
639
Essex Savings Bank
Connecticut
$316K
CAG
640
Crestwood Advisors Group
Massachusetts
$314K
LKWM
641
Lee-Kelleher Wealth Management
Maryland
$311K
KFAS
642
Keating Financial Advisory Services
Kansas
$311K
A
643
Argentarii
Ohio
$310K
DWM
644
Diversify Wealth Management
Utah
$305K
CIBC World Market
645
CIBC World Market
Ontario, Canada
$304K
MWM
646
Modern Wealth Management
Kansas
$302K
RWM
647
Ritholtz Wealth Management
New York
$302K
LFS
648
Legacy Financial Strategies
Kansas
$302K
CIA
649
Cape Investment Advisory
Georgia
$301K
CFG
650
Cooper Financial Group
California
$300K