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
VCM
776
Versant Capital Management
Arizona
$197K
GI
777
GAMMA Investing
California
$196K
RFG
778
REAP Financial Group
Texas
$194K
PGAM
779
Princeton Global Asset Management
New Jersey
$192K
BOJHT
780
Bank of Jackson Hole Trust
Wyoming
$191K
AIM
781
Anchor Investment Management
South Carolina
$190K
HI
782
Harbour Investments
Wisconsin
$184K
OC
783
Oakworth Capital
Alabama
$181K
CF
784
Centaurus Financial
California
$176K
TAM
785
Townsend Asset Management
North Carolina
$167K
DJSG
786
D.J. St. Germain
Massachusetts
$162K
RWM
787
Rialto Wealth Management
New York
$157K
TCOV
788
Trust Company of Vermont
Vermont
$157K
National Bank of Canada
789
National Bank of Canada
Quebec, Canada
$152K
PWMG
790
Prestige Wealth Management Group
New Jersey
$152K
PAG
791
Paladin Advisory Group
Iowa
$151K
RIA
792
Realta Investment Advisors
Delaware
$150K
CFG
793
Clayton Financial Group
Missouri
$148K
HPIA
794
Hamilton Point Investment Advisors
North Carolina
$146K
RFS
795
Richardson Financial Services
Massachusetts
$144K
HNW
796
High Note Wealth
Minnesota
$140K
RFP
797
Root Financial Partners
California
$138K
DSC
798
Duncker Streett & Co
Missouri
$136K
MPCG
799
Matrix Private Capital Group
New York
$133K
DWA
800
Dougherty Wealth Advisers
Minnesota
$129K