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iShares Russell Mid-Cap Value ETF

980 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 122 funds opening new positions, 335 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
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
EW
401
Evoke Wealth
California
$842K
RWP
402
Revolve Wealth Partners
New Jersey
$840K
WI
403
Wedgewood Investors
Pennsylvania
$825K
CGA
404
Crescent Grove Advisors
Illinois
$820K
JE
405
Jacobs Equity
Utah
$819K
HWM
406
HB Wealth Management
Georgia
$806K
KP
407
Keel Point
Alabama
$805K
PWM
408
Parkshore Wealth Management
California
$802K
FCH
409
Freestone Capital Holdings
Washington
$801K
BMCM
410
Bryn Mawr Capital Management
Pennsylvania
$800K
SFPG
411
Stonebridge Financial Planning Group
Florida
$795K
PCH
412
PGIM Custom Harvest
New Jersey
$791K
TPA
413
Trivium Point Advisory
Connecticut
$791K
BA
414
Ballew Advisors
Mississippi
$788K
TPWA
415
Twin Peaks Wealth Advisors
California
$780K
RBC
416
Romano Brothers & Co
Illinois
$779K
GFP
417
Gryphon Financial Partners
Ohio
$766K
RMDI
418
R.M. Davis Inc
Maine
$763K
DIA
419
Dean Investment Associates
Ohio
$756K
MMG
420
Monetary Management Group
Missouri
$755K
CIA
421
Concurrent Investment Advisors
Florida
$754K
RW
422
Regimen Wealth
Georgia
$752K
KWA
423
Kingswood Wealth Advisors
California
$738K
SAW
424
Signal Advisors Wealth
Michigan
$734K
WWM
425
Western Wealth Management
Colorado
$725K