IWS icon

iShares Russell Mid-Cap Value ETF

969 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, 332 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
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
TVWM
926
Tower View Wealth Management
Wisconsin
$8.59K
AFC
927
Ares Financial Consulting
California
$8.49K
FFA
928
Founders Financial Alliance
North Carolina
$8.46K
MFT
929
Moisand Fitzgerald Tamayo
Florida
$8.18K
DFC
930
DB Fitzpatrick & Co
Idaho
$7.76K
BIM
931
Breakwater Investment Management
Washington
$7.76K
APCM
932
Alaska Permanent Capital Management
Alaska
$7.61K
KFP
933
Kerr Financial Planning
California
$7.58K
AT
934
Arlington Trust
Alabama
$7.48K
PWA
935
Provenance Wealth Advisors
Florida
$6.87K
MFC
936
Morris Financial Concepts
South Carolina
$6.33K
LFG
937
Larson Financial Group
Missouri
$6.02K
CCC
938
Chelsea Counsel Company
California
$5.92K
FCT
939
First Community Trust
Iowa
$5.78K
SL
940
Salomon & Ludwin
Virginia
$5.77K
PPL
941
Planning Project LLC
Texas
$5.72K
AP
942
Atwood & Palmer
Missouri
$5.64K
CFS
943
Compass Financial Services
Iowa
$5.51K
1L
944
10Elms LLP
Oklahoma
$5.22K
TSMHT
945
Thurston Springer Miller Herd & Titak
Indiana
$4.79K
NRG
946
Nemes Rush Group
Michigan
$4.23K
GF
947
GGM Financials
Ohio
$4.23K
WWM
948
Wolff Wiese Magana
California
$3.95K
JGIA
949
Jackson Grant Investment Advisers
Connecticut
$3.9K
NMG
950
New Millennium Group
Utah
$3.81K