IWS icon

iShares Russell Mid-Cap Value ETF

967 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 116 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
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
EB
651
Eastern Bank
Massachusetts
$299K
BTI
652
Blue Trust Inc
Georgia
$299K
CAG
653
Crestwood Advisors Group
Massachusetts
$297K
WS
654
Wilian Securities
Minnesota
$297K
RIA
655
Regal Investment Advisors
Michigan
$295K
CIA
656
Cape Investment Advisory
Georgia
$294K
LFS
657
Legacy Financial Strategies
Kansas
$292K
RA
658
Ruggaard & Associates
Ohio
$290K
MWM
659
Modern Wealth Management
Kansas
$288K
AFG
660
Atomi Financial Group
New York
$287K
RWMH
661
Riverpoint Wealth Management Holdings
Illinois
$287K
SDJVC
662
St. Denis J. Villere & Co
Louisiana
$287K
MCA
663
Maryland Capital Advisors
Maryland
$286K
HCM
664
Howard Capital Management
Georgia
$286K
A
665
Argentarii
Ohio
$285K
MWM
666
Moran Wealth Management
Florida
$279K
KFI
667
Key Financial Inc
Pennsylvania
$278K
NAS
668
Nicolet Advisory Services
Wisconsin
$278K
PCA
669
Prosperity Capital Advisors
Ohio
$278K
CCC
670
Compass Capital Corp
Massachusetts
$278K
SW
671
SkyOak Wealth
Michigan
$278K
FHB
672
First Hawaiian Bank
Hawaii
$277K
EPM
673
Elm Partners Management
Pennsylvania
$275K
DWA
674
Douglass Winthrop Advisors
New York
$274K
LFAS
675
Level Four Advisory Services
Texas
$274K