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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
BI
476
Berkeley Inc
Idaho
$573K
RP
477
Reinhart Partners
Wisconsin
$572K
CB
478
Centennial Bank
Arkansas
$572K
WH
479
Willner & Heller
California
$571K
SA
480
Skyline Advisors
Washington
$567K
JWM
481
JP Wealth Management
South Carolina
$565K
PI
482
PFG Investments
New York
$560K
WP
483
WealthShield Partners
North Carolina
$558K
SWA
484
Sax Wealth Advisors
New Jersey
$558K
IA
485
Integrity Alliance
Iowa
$556K
MFP
486
Meramec Financial Planners
Missouri
$556K
SAI
487
Savvy Advisors Inc
New York
$556K
ZF
488
Zhang Financial
Michigan
$550K
SP
489
Sherman Porfolios
Idaho
$549K
CWM
490
Cahaba Wealth Management
Georgia
$543K
GGA
491
Granite Group Advisors
Connecticut
$536K
SAM
492
Silvercrest Asset Management
New York
$533K
IC
493
IEQ Capital
California
$531K
EA
494
Enclave Advisors
Texas
$530K
SWM
495
Sherman Wealth Management
Maryland
$524K
EAM
496
Evanson Asset Management
California
$522K
SB
497
Simmons Bank
Arkansas
$522K
AWMS
498
Advocacy Wealth Management Services
Georgia
$518K
HCMT
499
Highland Capital Management (Tennessee)
Tennessee
$518K
GAA
500
Guardian Asset Advisors
Pennsylvania
$517K