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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
CF
776
Centaurus Financial
California
$176K
TAM
777
Townsend Asset Management
North Carolina
$167K
DJSG
778
D.J. St. Germain
Massachusetts
$162K
RWM
779
Rialto Wealth Management
New York
$157K
TCOV
780
Trust Company of Vermont
Vermont
$157K
National Bank of Canada
781
National Bank of Canada
Quebec, Canada
$152K
PWMG
782
Prestige Wealth Management Group
New Jersey
$152K
PAG
783
Paladin Advisory Group
Iowa
$151K
RIA
784
Realta Investment Advisors
Delaware
$150K
CFG
785
Clayton Financial Group
Missouri
$148K
HPIA
786
Hamilton Point Investment Advisors
North Carolina
$146K
RFS
787
Richardson Financial Services
Massachusetts
$144K
HNW
788
High Note Wealth
Minnesota
$140K
RFP
789
Root Financial Partners
California
$138K
DSC
790
Duncker Streett & Co
Missouri
$136K
MPCG
791
Matrix Private Capital Group
New York
$133K
DWA
792
Dougherty Wealth Advisers
Minnesota
$129K
VDBMI
793
Van Den Berg Management I
Texas
$129K
MCA
794
Midwest Capital Advisors
Michigan
$129K
PWMG
795
Private Wealth Management Group
New Jersey
$124K
CI
796
CX Institutional
Indiana
$124K
CBT
797
CoreFirst Bank & Trust
Kansas
$122K
OHWP
798
Oak Harbor Wealth Partners
North Carolina
$122K
EWP
799
Elevation Wealth Partners
California
$119K
PK
800
Pflug Koory
Nebraska
$114K