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iShares Russell Mid-Cap Value ETF

979 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, 335 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
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
PK
801
Pflug Koory
Nebraska
$114K
BFS
802
Bare Financial Services
Pennsylvania
$111K
CFD
803
Creative Financial Designs
Indiana
$110K
HIW
804
Holos Integrated Wealth
Pennsylvania
$109K
AA
805
Addison Advisors
Vermont
$105K
BW
806
Basepoint Wealth
Iowa
$104K
TC
807
Trust Company
Kansas
$101K
NRC
808
New Republic Capital
North Carolina
$98.7K
PAM
809
Parvin Asset Management
South Dakota
$97.5K
HAP
810
Harbor Asset Planning
Massachusetts
$97.2K
SC
811
Steph & Co
Wisconsin
$95.8K
CPA
812
Cardiff Park Advisors
California
$95.5K
BFO
813
Biltmore Family Office
North Carolina
$94.9K
ST
814
Smithfield Trust
Pennsylvania
$94K
CIAS
815
Capital Investment Advisory Services
North Carolina
$93K
GA
816
GoalVest Advisory
New York
$92.8K
FHA
817
Flagship Harbor Advisors
Massachusetts
$91.7K
RF
818
Rossby Financial
Florida
$88.4K
AT
819
Avalon Trust
New Mexico
$84.6K
PWM
820
Provident Wealth Management
Tennessee
$84.1K
ADL
821
Asset Dedication LLC
California
$80.8K
GSWM
822
Golden State Wealth Management
California
$80.7K
AC
823
AlphaCore Capital
California
$80.5K
BBPWM
824
Blue Bell Private Wealth Management
Pennsylvania
$78.8K
BTD
825
BankPlus Trust Department
Mississippi
$78.6K