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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
SA
476
Skyline Advisors
Washington
$567K
JWM
477
JP Wealth Management
South Carolina
$565K
PI
478
PFG Investments
New York
$560K
WP
479
WealthShield Partners
North Carolina
$558K
SWA
480
Sax Wealth Advisors
New Jersey
$558K
IA
481
Integrity Alliance
Iowa
$556K
MFP
482
Meramec Financial Planners
Missouri
$556K
SAI
483
Savvy Advisors Inc
New York
$556K
ZF
484
Zhang Financial
Michigan
$550K
SP
485
Sherman Porfolios
Idaho
$549K
CWM
486
Cahaba Wealth Management
Georgia
$543K
GGA
487
Granite Group Advisors
Connecticut
$536K
SAM
488
Silvercrest Asset Management
New York
$533K
IC
489
IEQ Capital
California
$531K
EA
490
Enclave Advisors
Texas
$530K
SWM
491
Sherman Wealth Management
Maryland
$524K
EAM
492
Evanson Asset Management
California
$522K
SB
493
Simmons Bank
Arkansas
$522K
AWMS
494
Advocacy Wealth Management Services
Georgia
$518K
HCMT
495
Highland Capital Management (Tennessee)
Tennessee
$518K
GAA
496
Guardian Asset Advisors
Pennsylvania
$517K
FA
497
Financial Alternatives
California
$517K
FWM
498
FLP Wealth Management
Arkansas
$516K
1SB
499
1ST Source Bank
Indiana
$515K
AC
500
Apella Capital
Connecticut
$508K