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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
NL
551
NWAM LLC
Washington
$427K
MOS
552
MGO One Seven
Ohio
$426K
GHA
553
Granite Harbor Advisors
Texas
$426K
FB
554
First Bancorp
Maine
$425K
PAI
555
Pittenger & Anderson Inc
Nebraska
$423K
PA
556
Pinnacle Associates
New York
$421K
CIA
557
Capital Investment Advisors
Georgia
$420K
SW
558
SMART Wealth
Nebraska
$420K
CWM
559
Cranbrook Wealth Management
Michigan
$419K
RCM
560
Richardson Capital Management
Wisconsin
$418K
FCM
561
Firestone Capital Management
Florida
$418K
FFO
562
Fortitude Family Office
Arizona
$418K
AP
563
Appleton Partners
Massachusetts
$417K
NEWAS
564
N.E.W. Advisory Services
Wisconsin
$417K
BCG
565
Breakwater Capital Group
New Jersey
$416K
PCS
566
Private Client Services
Kentucky
$415K
SIC
567
Sterling Investment Counsel
New York
$414K
LAS
568
Lloyd Advisory Services
Georgia
$412K
PIFP
569
Partners in Financial Planning
Virginia
$411K
BA
570
Bridgewater Advisors
New York
$408K
CWP
571
Cyndeo Wealth Partners
Florida
$407K
DM
572
Diversified Management
Wisconsin
$406K
DI
573
DAGCO Inc
Ohio
$404K
SCA
574
Snowden Capital Advisors
New York
$401K
FB
575
Fulton Bank
Pennsylvania
$400K