IWS icon

iShares Russell Mid-Cap Value ETF

980 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 122 funds opening new positions, 335 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
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
TF
626
Theory Financial
Colorado
$340K
FVWA
627
Foster Victor Wealth Advisors
South Carolina
$338K
BCM
628
Becker Capital Management
Oregon
$338K
EWM
629
Elevation Wealth Management
Minnesota
$337K
SCTC
630
Sanibel Captiva Trust Company
Florida
$337K
FLI
631
Family Legacy Inc
South Carolina
$336K
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$335K
WHG
633
Westwood Holdings Group
Texas
$334K
CG
634
Caprock Group
Idaho
$329K
QCM
635
QRG Capital Management
Illinois
$328K
KL
636
KilterHowling LLC
Colorado
$326K
NB
637
NBT Bank
New York
$326K
PP
638
Postrock Partners
Oregon
$325K
MIC
639
Means Investment Company
Maine
$325K
Qube Research & Technologies (QRT)
640
Qube Research & Technologies (QRT)
United Kingdom
$323K
CCMG
641
Clark Capital Management Group
Pennsylvania
$322K
RBFC
642
Roman Butler Fullerton & Co
Missouri
$322K
PCA
643
Providence Capital Advisors
North Carolina
$322K
CFG
644
Citizens Financial Group
Rhode Island
$322K
BWM
645
BCGM Wealth Management
Indiana
$322K
RFN
646
RDA Financial Network
Iowa
$319K
NCM
647
Next Capital Management
New York
$317K
OIA
648
OneDigital Investment Advisors
Kansas
$312K
EGWAG
649
Elwood & Goetz Wealth Advisory Group
Georgia
$309K
AA
650
Aire Advisors
California
$309K