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iShares Russell Mid-Cap Value ETF

967 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 116 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
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
PA
551
Pinnacle Associates
New York
$421K
CIA
552
Capital Investment Advisors
Georgia
$420K
SW
553
SMART Wealth
Nebraska
$420K
CWM
554
Cranbrook Wealth Management
Michigan
$419K
RCM
555
Richardson Capital Management
Wisconsin
$418K
FCM
556
Firestone Capital Management
Florida
$418K
FFO
557
Fortitude Family Office
Arizona
$418K
AP
558
Appleton Partners
Massachusetts
$417K
NEWAS
559
N.E.W. Advisory Services
Wisconsin
$417K
BCG
560
Breakwater Capital Group
New Jersey
$416K
PCS
561
Private Client Services
Kentucky
$415K
SIC
562
Sterling Investment Counsel
New York
$414K
LAS
563
Lloyd Advisory Services
Georgia
$412K
PIFP
564
Partners in Financial Planning
Virginia
$411K
BA
565
Bridgewater Advisors
New York
$408K
CWP
566
Cyndeo Wealth Partners
Florida
$407K
DM
567
Diversified Management
Wisconsin
$406K
DI
568
DAGCO Inc
Ohio
$404K
SCA
569
Snowden Capital Advisors
New York
$401K
FB
570
Fulton Bank
Pennsylvania
$400K
DTC
571
Davidson Trust Company
Washington
$396K
CTWM
572
Cherry Tree Wealth Management
Minnesota
$394K
HAS
573
Holland Advisory Services
Florida
$394K
NWM
574
Navigation Wealth Management
Colorado
$391K
KCM
575
Kanawha Capital Management
Virginia
$389K