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iShares Russell Mid-Cap Value ETF

978 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 121 funds opening new positions, 334 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
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
RWP
401
Revolve Wealth Partners
New Jersey
$840K
WI
402
Wedgewood Investors
Pennsylvania
$825K
CGA
403
Crescent Grove Advisors
Illinois
$820K
JE
404
Jacobs Equity
Utah
$819K
HWM
405
HB Wealth Management
Georgia
$806K
KP
406
Keel Point
Alabama
$805K
PWM
407
Parkshore Wealth Management
California
$802K
FCH
408
Freestone Capital Holdings
Washington
$801K
BMCM
409
Bryn Mawr Capital Management
Pennsylvania
$800K
SFPG
410
Stonebridge Financial Planning Group
Florida
$795K
PCH
411
PGIM Custom Harvest
New Jersey
$791K
TPA
412
Trivium Point Advisory
Connecticut
$791K
BA
413
Ballew Advisors
Mississippi
$788K
TPWA
414
Twin Peaks Wealth Advisors
California
$780K
RBC
415
Romano Brothers & Co
Illinois
$779K
GFP
416
Gryphon Financial Partners
Ohio
$766K
RMDI
417
R.M. Davis Inc
Maine
$763K
DIA
418
Dean Investment Associates
Ohio
$756K
MMG
419
Monetary Management Group
Missouri
$755K
CIA
420
Concurrent Investment Advisors
Florida
$754K
RW
421
Regimen Wealth
Georgia
$752K
KWA
422
Kingswood Wealth Advisors
California
$738K
SAW
423
Signal Advisors Wealth
Michigan
$734K
WWM
424
Western Wealth Management
Colorado
$725K
ONB
425
Old National Bancorp
Indiana
$724K