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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
HWM
401
HB Wealth Management
Georgia
$806K
KP
402
Keel Point
Alabama
$805K
PWM
403
Parkshore Wealth Management
California
$802K
FCH
404
Freestone Capital Holdings
Washington
$801K
BMCM
405
Bryn Mawr Capital Management
Pennsylvania
$800K
SFPG
406
Stonebridge Financial Planning Group
Florida
$795K
PCH
407
PGIM Custom Harvest
New Jersey
$791K
TPA
408
Trivium Point Advisory
Connecticut
$791K
BA
409
Ballew Advisors
Mississippi
$788K
TPWA
410
Twin Peaks Wealth Advisors
California
$780K
RBC
411
Romano Brothers & Co
Illinois
$779K
GFP
412
Gryphon Financial Partners
Ohio
$766K
RMDI
413
R.M. Davis Inc
Maine
$763K
DIA
414
Dean Investment Associates
Ohio
$756K
MMG
415
Monetary Management Group
Missouri
$755K
CIA
416
Concurrent Investment Advisors
Florida
$754K
RW
417
Regimen Wealth
Georgia
$752K
KWA
418
Kingswood Wealth Advisors
California
$738K
SAW
419
Signal Advisors Wealth
Michigan
$734K
WWM
420
Western Wealth Management
Colorado
$725K
ONB
421
Old National Bancorp
Indiana
$724K
ODIJL
422
One Day In July LLC
Vermont
$719K
AA
423
Alesco Advisors
New York
$711K
VT
424
Vise Technologies
New York
$709K
NAMP
425
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$699K