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
HPC
851
HM Payson & Co
Maine
$42.3K
KB
852
Kimelman & Baird
New York
$40.1K
PWPS
853
Pinnacle Wealth Planning Services
Ohio
$39.5K
HWM
854
Horizons Wealth Management
North Carolina
$39.4K
WAG
855
Windsor Advisory Group
Ohio
$38.1K
GEA
856
Glen Eagle Advisors
New Jersey
$37.2K
IRC
857
Investors Research Corp
Georgia
$36.5K
RFA
858
Register Financial Advisors
Georgia
$35.8K
NWM
859
Nova Wealth Management
Florida
$35.5K
TCOT
860
Trust Company of Toledo
Ohio
$35.4K
ICCON
861
Investment Counsel Company of Nevada
Nevada
$35.4K
LBC
862
Lowe Brockenbrough & Co
Virginia
$35.3K
LWANC
863
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K
BGIM
864
Brandywine Global Investment Management
Pennsylvania
$34.8K
HFS
865
Hughes Financial Services
Virginia
$34.8K
GTAM
866
Global Trust Asset Management
Florida
$34.5K
GWP
867
Gen-Wealth Partners
Michigan
$34.5K
BWL
868
Bogart Wealth LLC
Virginia
$33.7K
SEP
869
Signature Equity Partners
Ohio
$32.3K
ACA
870
American Capital Advisory
Idaho
$31K
TCA
871
Trifecta Capital Advisors
Illinois
$31K
CFFP
872
Center for Financial Planning
Michigan
$29.8K
TCM
873
Triumph Capital Management
Colorado
$29.8K
RPC
874
Rossmore Private Capital
Connecticut
$29.6K
CBT
875
Crews Bank & Trust
Florida
$29.3K