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
GWM
701
Gilpin Wealth Management
Colorado
$248K
MC
702
Moors & Cabot
Massachusetts
$248K
FIM
703
Freedom Investment Management
Connecticut
$247K
IWA
704
IBEX Wealth Advisors
New Jersey
$247K
SG
705
StoneX Group
New York
$247K
TF
706
TME Financial
California
$247K
WMA
707
West Michigan Advisors
Michigan
$247K
FA
708
FDx Advisors
Illinois
$246K
LA
709
Legacy Advisors
Pennsylvania
$245K
OWM
710
Orgel Wealth Management
Wisconsin
$244K
LC
711
Lawood & Co
Pennsylvania
$244K
EIA
712
Edgemoor Investment Advisors
Maryland
$244K
UIM
713
Unified Investment Management
Georgia
$243K
SFC
714
SYM Financial Corp
Indiana
$243K
CTA
715
Chesley Taft & Associates
Illinois
$242K
BW
716
BostonPremier Wealth
Massachusetts
$242K
FWMM
717
Foundation Wealth Management (Missouri)
Missouri
$242K
PCA
718
Prosperity Capital Advisors
Ohio
$241K
VWM
719
Vigil Wealth Management
Florida
$241K
SCA
720
Snowden Capital Advisors
New York
$240K
GWS
721
Glassman Wealth Services
Virginia
$240K
CCMG
722
Clark Capital Management Group
Pennsylvania
$238K
Fiera Capital (Canada)
723
Fiera Capital (Canada)
Quebec, Canada
$238K
CMP
724
Coston McIsaac & Partners
Maine
$236K
Empower Advisory Group
725
Empower Advisory Group
Colorado
$235K