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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
FB
551
First Bancorp
Maine
$425K
PAI
552
Pittenger & Anderson Inc
Nebraska
$423K
PA
553
Pinnacle Associates
New York
$421K
CIA
554
Capital Investment Advisors
Georgia
$420K
SW
555
SMART Wealth
Nebraska
$420K
CWM
556
Cranbrook Wealth Management
Michigan
$419K
RCM
557
Richardson Capital Management
Wisconsin
$418K
FCM
558
Firestone Capital Management
Florida
$418K
FFO
559
Fortitude Family Office
Arizona
$418K
AP
560
Appleton Partners
Massachusetts
$417K
NEWAS
561
N.E.W. Advisory Services
Wisconsin
$417K
BCG
562
Breakwater Capital Group
New Jersey
$416K
PCS
563
Private Client Services
Kentucky
$415K
SIC
564
Sterling Investment Counsel
New York
$414K
LAS
565
Lloyd Advisory Services
Georgia
$412K
PIFP
566
Partners in Financial Planning
Virginia
$411K
BA
567
Bridgewater Advisors
New York
$408K
CWP
568
Cyndeo Wealth Partners
Florida
$407K
DM
569
Diversified Management
Wisconsin
$406K
DI
570
DAGCO Inc
Ohio
$404K
SCA
571
Snowden Capital Advisors
New York
$401K
FB
572
Fulton Bank
Pennsylvania
$400K
DTC
573
Davidson Trust Company
Washington
$396K
CTWM
574
Cherry Tree Wealth Management
Minnesota
$394K
HAS
575
Holland Advisory Services
Florida
$394K