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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
APW
601
Acima Private Wealth
Virginia
$365K
IWS
602
Integrity Wealth Solutions
Colorado
$363K
PD
603
Planning Directions
Pennsylvania
$359K
FWTB
604
First Western Trust Bank
Colorado
$359K
BIG
605
Builder Investment Group
Georgia
$358K
WAL
606
W Advisors LLC
Tennessee
$357K
VDI
607
Vaughan David Investments
Illinois
$357K
AA
608
Ancora Advisors
Ohio
$357K
CCM
609
Cohen Capital Management
California
$357K
CFP
610
Cascade Financial Partners
California
$356K
JIC
611
Joel Isaacson & Co
New York
$354K
CWM
612
Collaborative Wealth Management
Florida
$354K
LTAS
613
Linden Thomas Advisory Services
North Carolina
$354K
MC
614
Mathes Company
New York
$353K
CNBOF
615
City National Bank of Florida
Florida
$353K
SWA
616
Stratos Wealth Advisors
Ohio
$352K
BI
617
Ballast Inc
Kentucky
$351K
GJIA
618
Glass Jacobson Investment Advisors
Maryland
$347K
SA
619
Sovran Advisors
California
$347K
LWPC
620
Legacy Wealth Partners (Colorado)
Colorado
$346K
XPN
621
XY Planning Network
Montana
$344K
FA
622
Flagstar Advisors
New York
$343K
VFPW
623
Vantage Financial Partners (Wisconsin)
Wisconsin
$342K
SWA
624
Strategies Wealth Advisors
Michigan
$341K
PIMG
625
Patriot Investment Management Group
Tennessee
$341K