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
TFGT
801
TS Financial Group (TSFG)
Illinois
$125K
EWP
802
Elevation Wealth Partners
California
$123K
PK
803
Pflug Koory
Nebraska
$118K
CFD
804
Creative Financial Designs
Indiana
$117K
BFS
805
Bare Financial Services
Pennsylvania
$114K
HIW
806
Holos Integrated Wealth
Pennsylvania
$114K
CA
807
CoreCap Advisors
Michigan
$113K
AA
808
Addison Advisors
Vermont
$108K
BW
809
Basepoint Wealth
Iowa
$108K
NRC
810
New Republic Capital
North Carolina
$107K
CI
811
CX Institutional
Indiana
$107K
TC
812
Trust Company
Kansas
$104K
HAP
813
Harbor Asset Planning
Massachusetts
$101K
PAM
814
Parvin Asset Management
South Dakota
$101K
DWA
815
Dougherty Wealth Advisers
Minnesota
$99.5K
CPA
816
Cardiff Park Advisors
California
$99K
SC
817
Steph & Co
Wisconsin
$99K
CIAS
818
Capital Investment Advisory Services
North Carolina
$96K
GA
819
GoalVest Advisory
New York
$95K
ME
820
McIlrath & Eck
Washington
$89.5K
ST
821
Smithfield Trust
Pennsylvania
$89K
AT
822
Avalon Trust
New Mexico
$87.4K
PWM
823
Provident Wealth Management
Tennessee
$86.9K
LWMI
824
Legacy Wealth Management (Idaho)
Idaho
$86.1K
FFA
825
Founders Financial Alliance
North Carolina
$84.2K