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
PWA
951
Provenance Wealth Advisors
Florida
$7.09K
PFM
952
Phillips Financial Management
Indiana
$7K
MFC
953
Morris Financial Concepts
South Carolina
$6.54K
CCC
954
Chelsea Counsel Company
California
$6.12K
LFG
955
Larson Financial Group
Missouri
$6.09K
FCT
956
First Community Trust
Iowa
$5.97K
SL
957
Salomon & Ludwin
Virginia
$5.9K
GF
958
GGM Financials
Ohio
$5.68K
1L
959
10Elms LLP
Oklahoma
$5.39K
DSC
960
Daytona Street Capital
Missouri
$5.01K
TSMHT
961
Thurston Springer Miller Herd & Titak
Indiana
$4.96K
NRG
962
Nemes Rush Group
Michigan
$4.37K
WWM
963
Wolff Wiese Magana
California
$4.08K
DF
964
Dunhill Financial
United Kingdom
$3.24K
DWM
965
Darwin Wealth Management
Florida
$3.22K
RFA
966
Reyes Financial Architecture
California
$3.06K
BIAS
967
Beacon Investment Advisory Services
New Jersey
$3.06K
SN
968
Sittner & Nelson
Oregon
$2.92K
PP
969
PFS Partners
New Jersey
$2.77K
QAM
970
Q3 Asset Management
Michigan
$2.7K
PWPS
971
Pinnacle Wealth Planning Services
Ohio
$2.62K
FIM
972
FWL Investment Management
Texas
$2.62K
FDW
973
Fourth Dimension Wealth
Ohio
$2.49K
CT
974
Caldwell Trust
Florida
$2.48K
GCP
975
Gill Capital Partners
Colorado
$2.33K