IWS icon

iShares Russell Mid-Cap Value ETF

979 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 121 funds opening new positions, 335 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
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
MPCL
1001
My Personal CFO LLC
Washington
EIA
1002
Eldridge Investment Advisors
New Hampshire
NRI
1003
NFP Retirement Inc
California
IWA
1004
IBEX Wealth Advisors
New Jersey
PWMAG
1005
Pinnacle Wealth Management Advisory Group
New Jersey
MFG
1006
MidWestOne Financial Group
Iowa
BHBT
1007
Burke & Herbert Bank & Trust
Virginia
MAM
1008
Marotta Asset Management
Virginia
SWP
1009
Summit Wealth Partners
Florida
VC
1010
Vicus Capital
Pennsylvania
FCFC
1011
First Citizens Financial Corp
Iowa
LG
1012
LaFleur & Godfrey
Michigan
HF
1013
HRT Financial
New York
SWA
1014
SOA Wealth Advisors
New York
KHC
1015
Koesten Hirschmann & Crabtree
Kansas
CCM
1016
Cutler Capital Management
Massachusetts
S
1017
SignatureFD
Georgia
HWA
1018
Heartwood Wealth Advisors
Virginia
WTA
1019
Washington Trust Advisors
Massachusetts
WW
1020
Winnow Wealth
Texas
PPA
1021
Painted Porch Advisors
California
PAM
1022
Palisade Asset Management
Minnesota
GWSG
1023
GPS Wealth Strategies Group
Colorado
TIM
1024
Tortoise Investment Management
New York
RA
1025
Rise Advisors
New York