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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
FUBT
551
First United Bank & Trust
Maryland
$437K
HW
552
Hancock Whitney
Mississippi
$436K
TC
553
Trilogy Capital
California
$436K
TWM
554
Topsail Wealth Management
North Carolina
$435K
ACM
555
Advisors Capital Management
New Jersey
$434K
AWA
556
American Wealth Advisors
Georgia
$434K
GWP
557
Gateway Wealth Partners
Wisconsin
$431K
AWM
558
Atticus Wealth Management
Florida
$428K
NL
559
NWAM LLC
Washington
$427K
MOS
560
MGO One Seven
Ohio
$426K
GHA
561
Granite Harbor Advisors
Texas
$426K
FB
562
First Bancorp
Maine
$425K
PAI
563
Pittenger & Anderson Inc
Nebraska
$423K
PA
564
Pinnacle Associates
New York
$421K
CIA
565
Capital Investment Advisors
Georgia
$420K
SW
566
SMART Wealth
Nebraska
$420K
CWM
567
Cranbrook Wealth Management
Michigan
$419K
RCM
568
Richardson Capital Management
Wisconsin
$418K
FCM
569
Firestone Capital Management
Florida
$418K
FFO
570
Fortitude Family Office
Arizona
$418K
AP
571
Appleton Partners
Massachusetts
$417K
NEWAS
572
N.E.W. Advisory Services
Wisconsin
$417K
BCG
573
Breakwater Capital Group
New Jersey
$416K
PCS
574
Private Client Services
Kentucky
$415K
SIC
575
Sterling Investment Counsel
New York
$414K