We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
BFM
301
Broadview Financial Management
Wisconsin
$1.48M
MWM
302
Meridian Wealth Management
Kentucky
$1.47M
SAG
303
SageView Advisory Group
California
$1.46M
TPCW
304
TD Private Client Wealth
New York
$1.46M
BFC
305
Bedel Financial Consulting
Indiana
$1.45M
I2I
306
Insight 2811 Inc
Illinois
$1.41M
PFS
307
Prospera Financial Services
Texas
$1.37M
FGG
308
Financial Guidance Group
Florida
$1.37M
GC
309
Granville Capital
North Carolina
$1.37M
PWP
310
Ponta Wealth Partners
Florida
$1.36M
NAAA
311
New Age Alpha Advisors
New York
$1.35M
CC
312
Clearwave Capital
California
$1.34M
NG
313
Norden Group
Utah
$1.34M
Neuberger Berman Group
314
Neuberger Berman Group
New York
$1.34M
CCM
315
Coldstream Capital Management
Washington
$1.31M
PTC
316
Private Trust Company
Ohio
$1.31M
BFS
317
Bradley Foster & Sargent
Connecticut
$1.31M
SCG
318
Sonata Capital Group
Washington
$1.31M
EWA
319
ERTS Wealth Advisors
Michigan
$1.29M
WA
320
Walsh & Associates
Florida
$1.29M
TBFA
321
Three Bearings Fiduciary Advisors
New Hampshire
$1.28M
CRC
322
Curi RMB Capital
Illinois
$1.27M
GIA
323
Gladstone Institutional Advisory
Florida
$1.27M
CWMP
324
Clarion Wealth Managment Partners
Virginia
$1.26M
LGG
325
Luts & Greenleigh Group
Maryland
$1.25M