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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
FA
501
Financial Alternatives
California
$517K
FWM
502
FLP Wealth Management
Arkansas
$516K
1SB
503
1ST Source Bank
Indiana
$515K
AC
504
Apella Capital
Connecticut
$508K
GPA
505
Guidance Point Advisors
Massachusetts
$506K
PPW
506
Parcion Private Wealth
Washington
$506K
FF
507
Finley Financial
Nevada
$503K
BEAM
508
Baker Ellis Asset Management
Washington
$496K
CIA
509
Compass Ion Advisors
Pennsylvania
$494K
WP
510
WealthPLAN Partners
Nebraska
$493K
FLPIM
511
F.L. Putnam Investment Management
Massachusetts
$493K
RIS
512
Retirement Income Solutions
Michigan
$491K
WIM
513
Wittenberg Investment Management
Massachusetts
$491K
CI
514
Cordant Inc
Oregon
$488K
PCA
515
Pallas Capital Advisors
Massachusetts
$488K
MWM
516
Mission Wealth Management
California
$488K
2WWM
517
21 West Wealth Management
California
$483K
CT
518
Colonial Trust
South Carolina
$480K
MMA
519
Miracle Mile Advisors
California
$480K
BPC
520
Bearing Point Capital
Minnesota
$478K
Chevy Chase Trust
521
Chevy Chase Trust
Maryland
$476K
DW30
522
Drucker Wealth 3.0
New Jersey
$473K
SFGM
523
Stonebridge Financial Group (Missouri)
Missouri
$469K
PWM
524
Perigon Wealth Management
California
$461K
CFG
525
Cooper Financial Group
California
$459K