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iShares Russell Mid-Cap Value ETF

969 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, 332 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
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
PAG
776
Paladin Advisory Group
Iowa
$151K
RIA
777
Realta Investment Advisors
Delaware
$150K
CFG
778
Clayton Financial Group
Missouri
$148K
HPIA
779
Hamilton Point Investment Advisors
North Carolina
$146K
RFS
780
Richardson Financial Services
Massachusetts
$144K
HNW
781
High Note Wealth
Minnesota
$140K
RFP
782
Root Financial Partners
California
$138K
DSC
783
Duncker Streett & Co
Missouri
$136K
MPCG
784
Matrix Private Capital Group
New York
$133K
DWA
785
Dougherty Wealth Advisers
Minnesota
$129K
VDBMI
786
Van Den Berg Management I
Texas
$129K
MCA
787
Midwest Capital Advisors
Michigan
$129K
PWMG
788
Private Wealth Management Group
New Jersey
$124K
CI
789
CX Institutional
Indiana
$124K
CBT
790
CoreFirst Bank & Trust
Kansas
$122K
OHWP
791
Oak Harbor Wealth Partners
North Carolina
$122K
EWP
792
Elevation Wealth Partners
California
$119K
PK
793
Pflug Koory
Nebraska
$114K
BFS
794
Bare Financial Services
Pennsylvania
$111K
CFD
795
Creative Financial Designs
Indiana
$110K
HIW
796
Holos Integrated Wealth
Pennsylvania
$109K
AA
797
Addison Advisors
Vermont
$105K
BW
798
Basepoint Wealth
Iowa
$104K
TC
799
Trust Company
Kansas
$101K
NRC
800
New Republic Capital
North Carolina
$98.7K