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
BIM
176
Bridges Investment Management
Nebraska
$3.93M
WFS
177
Widmann Financial Services
Maryland
$3.85M
FWP
178
Falcon Wealth Planning
California
$3.76M
CHC
179
City Holding Co
West Virginia
$3.76M
CWM
180
Connecticut Wealth Management
Connecticut
$3.65M
FCP
181
Fidelis Capital Partners
Florida
$3.64M
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$3.6M
Cerity Partners
183
Cerity Partners
New York
$3.49M
OAM
184
Oppenheimer Asset Management
New York
$3.46M
HAFS
185
Hapanowicz & Associates Financial Services
Pennsylvania
$3.44M
SPC
186
Sigma Planning Corp
Michigan
$3.39M
VW
187
Vance Wealth
California
$3.38M
SFG
188
Sage Financial Group
Pennsylvania
$3.38M
HSA
189
HBK Sorce Advisory
Pennsylvania
$3.37M
PWAM
190
Private Wealth Asset Management
Iowa
$3.36M
JWCA
191
J.W. Cole Advisors
Florida
$3.36M
MCA
192
MSH Capital Advisors
Arizona
$3.35M
HIA
193
Harbor Investment Advisory
Maryland
$3.35M
Brown Advisory
194
Brown Advisory
Maryland
$3.29M
ET
195
Equitable Trust
Tennessee
$3.29M
Citadel Advisors
196
Citadel Advisors
Florida
$3.27M
RWP
197
RWA Wealth Partners
Massachusetts
$3.25M
MEG
198
Millstone Evans Group
Colorado
$3.21M
ANB
199
Amarillo National Bank
Texas
$3.19M
CCM
200
Condor Capital Management
New Jersey
$3.09M