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iShares Russell Mid-Cap Value ETF

971 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 117 funds opening new positions, 332 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
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
AC
501
Apella Capital
Connecticut
$508K
GPA
502
Guidance Point Advisors
Massachusetts
$506K
PPW
503
Parcion Private Wealth
Washington
$506K
FF
504
Finley Financial
Nevada
$503K
BEAM
505
Baker Ellis Asset Management
Washington
$496K
CIA
506
Compass Ion Advisors
Pennsylvania
$494K
WP
507
WealthPLAN Partners
Nebraska
$493K
FLPIM
508
F.L. Putnam Investment Management
Massachusetts
$493K
RIS
509
Retirement Income Solutions
Michigan
$491K
WIM
510
Wittenberg Investment Management
Massachusetts
$491K
CI
511
Cordant Inc
Oregon
$488K
PCA
512
Pallas Capital Advisors
Massachusetts
$488K
MWM
513
Mission Wealth Management
California
$488K
2WWM
514
21 West Wealth Management
California
$483K
CT
515
Colonial Trust
South Carolina
$480K
MMA
516
Miracle Mile Advisors
California
$480K
BPC
517
Bearing Point Capital
Minnesota
$478K
Chevy Chase Trust
518
Chevy Chase Trust
Maryland
$476K
DW30
519
Drucker Wealth 3.0
New Jersey
$473K
SFGM
520
Stonebridge Financial Group (Missouri)
Missouri
$469K
PWM
521
Perigon Wealth Management
California
$461K
CFG
522
Cooper Financial Group
California
$459K
AL
523
Aspiriant LLC
California
$459K
LWM
524
LongView Wealth Management
Georgia
$457K
AIM
525
Allen Investment Management
New York
$456K