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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
GWP
551
Gateway Wealth Partners
Wisconsin
$431K
AWM
552
Atticus Wealth Management
Florida
$428K
NL
553
NWAM LLC
Washington
$427K
MOS
554
MGO One Seven
Ohio
$426K
GHA
555
Granite Harbor Advisors
Texas
$426K
FB
556
First Bancorp
Maine
$425K
PAI
557
Pittenger & Anderson Inc
Nebraska
$423K
PA
558
Pinnacle Associates
New York
$421K
CIA
559
Capital Investment Advisors
Georgia
$420K
SW
560
SMART Wealth
Nebraska
$420K
CWM
561
Cranbrook Wealth Management
Michigan
$419K
RCM
562
Richardson Capital Management
Wisconsin
$418K
FFO
563
Fortitude Family Office
Arizona
$418K
FCM
564
Firestone Capital Management
Florida
$418K
AP
565
Appleton Partners
Massachusetts
$417K
NEWAS
566
N.E.W. Advisory Services
Wisconsin
$417K
BCG
567
Breakwater Capital Group
New Jersey
$416K
PCS
568
Private Client Services
Kentucky
$415K
SIC
569
Sterling Investment Counsel
New York
$414K
LAS
570
Lloyd Advisory Services
Georgia
$412K
PIFP
571
Partners in Financial Planning
Virginia
$411K
BA
572
Bridgewater Advisors
New York
$408K
CWP
573
Cyndeo Wealth Partners
Florida
$407K
DM
574
Diversified Management
Wisconsin
$406K
DI
575
DAGCO Inc
Ohio
$404K