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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
CAG
276
Csenge Advisory Group
Florida
$1.69M
Wealthfront Advisers
277
Wealthfront Advisers
California
$1.69M
PWP
278
Perfromance Wealth Partners
Illinois
$1.67M
CFO
279
Callan Family Office
Pennsylvania
$1.66M
CP
280
Camelot Portfolios
Ohio
$1.64M
CC
281
Courier Capital
New York
$1.62M
PFA
282
Pure Financial Advisors
California
$1.61M
RFWA
283
RPg Family Wealth Advisory
Massachusetts
$1.59M
RPG
284
Risk Paradigm Group
Texas
$1.59M
NW
285
Naviter Wealth
Arkansas
$1.58M
AI
286
Atria Investments
North Carolina
$1.58M
PSF
287
Pacific Sun Financial
California
$1.57M
ACA
288
Affinity Capital Advisors
California
$1.56M
MAM
289
MWA Asset Management
Massachusetts
$1.55M
AFP
290
Ausdal Financial Partners
Iowa
$1.55M
LB
291
Legacy Bridge
Iowa
$1.54M
HCA
292
Heck Capital Advisors
Wisconsin
$1.52M
FI
293
FWG Investments
Kentucky
$1.51M
FNT
294
First National Trust
Pennsylvania
$1.5M
TG
295
TCW Group
California
$1.49M
BFM
296
Broadview Financial Management
Wisconsin
$1.48M
MWM
297
Meridian Wealth Management
Kentucky
$1.47M
SAG
298
SageView Advisory Group
California
$1.46M
TPCW
299
TD Private Client Wealth
New York
$1.46M
BFC
300
Bedel Financial Consulting
Indiana
$1.45M