iShares Russell Mid-Cap Value ETF
996 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 75 funds opening new positions, 267 increasing their positions, 368 reducing their positions, and 50 closing their positions.
108% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $904K
50% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 50
6% more funds holding in top 10
Funds holding in top 10: 34 → 36 (+2)
0% more funds holding
Funds holding: 993 → 996 (+3)
1% less capital invested
Capital invested by funds: $11.3B → $11.2B (-$103M)
1.04% less ownership
Funds ownership: 79.07% → 78.02% (-1%)
27% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 368
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$53.1M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$37M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$20.5M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$17.2M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$468M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$298M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$99.2M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$23.3M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
-$21.6M |
IWS Hedge Fund Activity: Q1 2026 in Review
996 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Value ETF (IWS) for Q1 2026, worth a combined $11.2B — down 0.91% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IWS positions and 50 closed out — a net gain of 25 holders — while 267 added to existing stakes and 368 trimmed.
The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $53.1M. The largest seller was TIAA Trust, National Association, cutting an estimated $468M.
- 996 institutional investors held iShares Russell Mid-Cap Value ETF (IWS) as of Q1 2026, up from 993 in Q4 2025.
- Funds reported $11.2B of iShares Russell Mid-Cap Value ETF stock for Q1 2026, down 0.91% quarter-over-quarter.
- 75 funds opened new iShares Russell Mid-Cap Value ETF positions in Q1 2026 and 50 closed out, a net change of +25 holders.
- The largest iShares Russell Mid-Cap Value ETF buyer in Q1 2026 was Proficio Capital Partners, an estimated $53.1M added.
- The largest iShares Russell Mid-Cap Value ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $468M sold.
Based on aggregated 13F filings for Q1 2026.