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
LWPC
626
Legacy Wealth Partners (Colorado)
Colorado
$346K
XPN
627
XY Planning Network
Montana
$344K
FA
628
Flagstar Advisors
New York
$343K
VFPW
629
Vantage Financial Partners (Wisconsin)
Wisconsin
$342K
SWA
630
Strategies Wealth Advisors
Michigan
$341K
PIMG
631
Patriot Investment Management Group
Tennessee
$341K
TF
632
Theory Financial
Colorado
$340K
FVWA
633
Foster Victor Wealth Advisors
South Carolina
$338K
BCM
634
Becker Capital Management
Oregon
$338K
EWM
635
Elevation Wealth Management
Minnesota
$337K
SCTC
636
Sanibel Captiva Trust Company
Florida
$337K
FLI
637
Family Legacy Inc
South Carolina
$336K
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$335K
WHG
639
Westwood Holdings Group
Texas
$334K
CG
640
Caprock Group
Idaho
$329K
QCM
641
QRG Capital Management
Illinois
$328K
KL
642
KilterHowling LLC
Colorado
$326K
NB
643
NBT Bank
New York
$326K
PP
644
Postrock Partners
Oregon
$325K
MIC
645
Means Investment Company
Maine
$325K
Qube Research & Technologies (QRT)
646
Qube Research & Technologies (QRT)
United Kingdom
$323K
CCMG
647
Clark Capital Management Group
Pennsylvania
$322K
RBFC
648
Roman Butler Fullerton & Co
Missouri
$322K
PCA
649
Providence Capital Advisors
North Carolina
$322K
CFG
650
Citizens Financial Group
Rhode Island
$322K