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
EA
501
Enclave Advisors
Texas
$530K
SWM
502
Sherman Wealth Management
Maryland
$524K
EAM
503
Evanson Asset Management
California
$522K
SB
504
Simmons Bank
Arkansas
$522K
AWMS
505
Advocacy Wealth Management Services
Georgia
$518K
HCMT
506
Highland Capital Management (Tennessee)
Tennessee
$518K
GAA
507
Guardian Asset Advisors
Pennsylvania
$517K
FA
508
Financial Alternatives
California
$517K
FWM
509
FLP Wealth Management
Arkansas
$516K
1SB
510
1ST Source Bank
Indiana
$515K
AC
511
Apella Capital
Connecticut
$508K
GPA
512
Guidance Point Advisors
Massachusetts
$506K
PPW
513
Parcion Private Wealth
Washington
$506K
FF
514
Finley Financial
Nevada
$503K
BEAM
515
Baker Ellis Asset Management
Washington
$496K
CIA
516
Compass Ion Advisors
Pennsylvania
$494K
WP
517
WealthPLAN Partners
Nebraska
$493K
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
$493K
RIS
519
Retirement Income Solutions
Michigan
$491K
WIM
520
Wittenberg Investment Management
Massachusetts
$491K
CI
521
Cordant Inc
Oregon
$488K
PCA
522
Pallas Capital Advisors
Massachusetts
$488K
MWM
523
Mission Wealth Management
California
$488K
2WWM
524
21 West Wealth Management
California
$483K
CT
525
Colonial Trust
South Carolina
$480K