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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
BRWA
401
B. Riley Wealth Advisors
Florida
$855K
HIP
402
HUB Investment Partners
Texas
$851K
IWM
403
IHT Wealth Management
Illinois
$847K
BWM
404
BCS Wealth Management
Tennessee
$846K
TNB
405
Thomasville National Bank
Georgia
$845K
EW
406
Evoke Wealth
California
$842K
RWP
407
Revolve Wealth Partners
New Jersey
$840K
WI
408
Wedgewood Investors
Pennsylvania
$825K
CGA
409
Crescent Grove Advisors
Illinois
$820K
JE
410
Jacobs Equity
Utah
$819K
HWM
411
HB Wealth Management
Georgia
$806K
KP
412
Keel Point
Alabama
$805K
PWM
413
Parkshore Wealth Management
California
$802K
FCH
414
Freestone Capital Holdings
Washington
$801K
BMCM
415
Bryn Mawr Capital Management
Pennsylvania
$800K
SFPG
416
Stonebridge Financial Planning Group
Florida
$795K
PCH
417
PGIM Custom Harvest
New Jersey
$791K
TPA
418
Trivium Point Advisory
Connecticut
$791K
BA
419
Ballew Advisors
Mississippi
$788K
TPWA
420
Twin Peaks Wealth Advisors
California
$780K
RBC
421
Romano Brothers & Co
Illinois
$779K
GFP
422
Gryphon Financial Partners
Ohio
$766K
RMDI
423
R.M. Davis Inc
Maine
$763K
DIA
424
Dean Investment Associates
Ohio
$756K
MMG
425
Monetary Management Group
Missouri
$755K