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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
RIA
776
Realta Investment Advisors
Delaware
$150K
CFG
777
Clayton Financial Group
Missouri
$148K
HPIA
778
Hamilton Point Investment Advisors
North Carolina
$146K
RFS
779
Richardson Financial Services
Massachusetts
$144K
HNW
780
High Note Wealth
Minnesota
$140K
RFP
781
Root Financial Partners
California
$138K
DSC
782
Duncker Streett & Co
Missouri
$136K
MPCG
783
Matrix Private Capital Group
New York
$133K
DWA
784
Dougherty Wealth Advisers
Minnesota
$129K
VDBMI
785
Van Den Berg Management I
Texas
$129K
MCA
786
Midwest Capital Advisors
Michigan
$129K
PWMG
787
Private Wealth Management Group
New Jersey
$124K
CI
788
CX Institutional
Indiana
$124K
CBT
789
CoreFirst Bank & Trust
Kansas
$122K
OHWP
790
Oak Harbor Wealth Partners
North Carolina
$122K
EWP
791
Elevation Wealth Partners
California
$119K
PK
792
Pflug Koory
Nebraska
$114K
BFS
793
Bare Financial Services
Pennsylvania
$111K
CFD
794
Creative Financial Designs
Indiana
$110K
HIW
795
Holos Integrated Wealth
Pennsylvania
$109K
AA
796
Addison Advisors
Vermont
$105K
BW
797
Basepoint Wealth
Iowa
$104K
TC
798
Trust Company
Kansas
$101K
NRC
799
New Republic Capital
North Carolina
$98.7K
PAM
800
Parvin Asset Management
South Dakota
$97.5K