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
ATC
651
Argent Trust Co
Tennessee
$308K
FT
652
Fiduciary Trust
Massachusetts
$307K
ESB
653
Essex Savings Bank
Connecticut
$306K
LIA
654
LifePlan Investment Advisors
North Carolina
$306K
DAS
655
Dynamic Advisor Solutions
Arizona
$306K
LKWM
656
Lee-Kelleher Wealth Management
Maryland
$301K
KFAS
657
Keating Financial Advisory Services
Kansas
$301K
EB
658
Eastern Bank
Massachusetts
$299K
BTI
659
Blue Trust Inc
Georgia
$299K
CAG
660
Crestwood Advisors Group
Massachusetts
$297K
WS
661
Wilian Securities
Minnesota
$297K
RIA
662
Regal Investment Advisors
Michigan
$295K
CIA
663
Cape Investment Advisory
Georgia
$294K
LFS
664
Legacy Financial Strategies
Kansas
$292K
RA
665
Ruggaard & Associates
Ohio
$290K
MWM
666
Modern Wealth Management
Kansas
$288K
AFG
667
Atomi Financial Group
New York
$287K
RWMH
668
Riverpoint Wealth Management Holdings
Illinois
$287K
SDJVC
669
St. Denis J. Villere & Co
Louisiana
$287K
MCA
670
Maryland Capital Advisors
Maryland
$286K
HCM
671
Howard Capital Management
Georgia
$286K
A
672
Argentarii
Ohio
$285K
USB
673
Union Savings Bank
Connecticut
$281K
MWM
674
Moran Wealth Management
Florida
$279K
KFI
675
Key Financial Inc
Pennsylvania
$278K