IWS icon

iShares Russell Mid-Cap Value ETF

978 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 334 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$945K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
276
Kingsview Wealth Management
Oregon
$1.71M
SWP
277
Stratos Wealth Partners
Ohio
$1.7M
ACA
278
Aptus Capital Advisors
Alabama
$1.7M
CAG
279
Csenge Advisory Group
Florida
$1.69M
Wealthfront Advisers
280
Wealthfront Advisers
California
$1.69M
PWP
281
Perfromance Wealth Partners
Illinois
$1.67M
CFO
282
Callan Family Office
Pennsylvania
$1.66M
CP
283
Camelot Portfolios
Ohio
$1.64M
CC
284
Courier Capital
New York
$1.62M
PFA
285
Pure Financial Advisors
California
$1.61M
RFWA
286
RPg Family Wealth Advisory
Massachusetts
$1.59M
RPG
287
Risk Paradigm Group
Texas
$1.59M
NW
288
Naviter Wealth
Arkansas
$1.58M
AI
289
Atria Investments
North Carolina
$1.58M
PSF
290
Pacific Sun Financial
California
$1.57M
ACA
291
Affinity Capital Advisors
California
$1.56M
MAM
292
MWA Asset Management
Massachusetts
$1.55M
AFP
293
Ausdal Financial Partners
Iowa
$1.55M
LB
294
Legacy Bridge
Iowa
$1.54M
HCA
295
Heck Capital Advisors
Wisconsin
$1.52M
FI
296
FWG Investments
Kentucky
$1.51M
FNT
297
First National Trust
Pennsylvania
$1.5M
TG
298
TCW Group
California
$1.49M
BFM
299
Broadview Financial Management
Wisconsin
$1.48M
MWM
300
Meridian Wealth Management
Kentucky
$1.47M