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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
HCMT
501
Highland Capital Management (Tennessee)
Tennessee
$518K
GAA
502
Guardian Asset Advisors
Pennsylvania
$517K
FA
503
Financial Alternatives
California
$517K
FWM
504
FLP Wealth Management
Arkansas
$516K
1SB
505
1ST Source Bank
Indiana
$515K
AC
506
Apella Capital
Connecticut
$508K
GPA
507
Guidance Point Advisors
Massachusetts
$506K
PPW
508
Parcion Private Wealth
Washington
$506K
FF
509
Finley Financial
Nevada
$503K
BEAM
510
Baker Ellis Asset Management
Washington
$496K
CIA
511
Compass Ion Advisors
Pennsylvania
$494K
WP
512
WealthPLAN Partners
Nebraska
$493K
FLPIM
513
F.L. Putnam Investment Management
Massachusetts
$493K
RIS
514
Retirement Income Solutions
Michigan
$491K
WIM
515
Wittenberg Investment Management
Massachusetts
$491K
CI
516
Cordant Inc
Oregon
$488K
PCA
517
Pallas Capital Advisors
Massachusetts
$488K
MWM
518
Mission Wealth Management
California
$488K
2WWM
519
21 West Wealth Management
California
$483K
CT
520
Colonial Trust
South Carolina
$480K
MMA
521
Miracle Mile Advisors
California
$480K
BPC
522
Bearing Point Capital
Minnesota
$478K
Chevy Chase Trust
523
Chevy Chase Trust
Maryland
$476K
DW30
524
Drucker Wealth 3.0
New Jersey
$473K
SFGM
525
Stonebridge Financial Group (Missouri)
Missouri
$469K