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
ICCON
876
Investment Counsel Company of Nevada
Nevada
$36.6K
TCOT
877
Trust Company of Toledo
Ohio
$36.6K
LBC
878
Lowe Brockenbrough & Co
Virginia
$36.4K
HFS
879
Hughes Financial Services
Virginia
$36K
SEP
880
Signature Equity Partners
Ohio
$36K
GWP
881
Gen-Wealth Partners
Michigan
$35.8K
FFG
882
Forum Finance Group
$34K
ACA
883
American Capital Advisory
Idaho
$32.1K
TCA
884
Trifecta Capital Advisors
Illinois
$32.1K
GTAM
885
Global Trust Asset Management
Florida
$32K
BONH
886
Bank of New Hampshire
New Hampshire
$31K
TCM
887
Triumph Capital Management
Colorado
$30.8K
RPC
888
Rossmore Private Capital
Connecticut
$30.6K
CBT
889
Crews Bank & Trust
Florida
$30.3K
FC
890
Financial Consulate
Maryland
$30.2K
WIM
891
Westside Investment Management
California
$29.5K
DWP
892
Destiny Wealth Partners
Florida
$29.2K
BAM
893
Bellevue Asset Management
Washington
$29.1K
MFC
894
Mechanics Financial Corp
Ohio
$28.7K
PIP
895
Peachtree Investment Partners
Florida
$28.3K
TTIC
896
Tower Trust & Investment Company
Iowa
$27.7K
SWM
897
SHP Wealth Management
Massachusetts
$26.5K
BFPW
898
BOK Financial Private Wealth
Colorado
$26.4K
RF
899
Roxbury Financial
New Jersey
$25.8K
SRCM
900
Signature Resources Capital Management
California
$24.9K