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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
PAM
801
Parvin Asset Management
South Dakota
$97.5K
HAP
802
Harbor Asset Planning
Massachusetts
$97.2K
SC
803
Steph & Co
Wisconsin
$95.8K
CPA
804
Cardiff Park Advisors
California
$95.5K
BFO
805
Biltmore Family Office
North Carolina
$94.9K
ST
806
Smithfield Trust
Pennsylvania
$94K
CIAS
807
Capital Investment Advisory Services
North Carolina
$93K
GA
808
GoalVest Advisory
New York
$92.8K
FHA
809
Flagship Harbor Advisors
Massachusetts
$91.7K
RF
810
Rossby Financial
Florida
$88.4K
AT
811
Avalon Trust
New Mexico
$84.6K
PWM
812
Provident Wealth Management
Tennessee
$84.1K
ADL
813
Asset Dedication LLC
California
$80.8K
GSWM
814
Golden State Wealth Management
California
$80.7K
AC
815
AlphaCore Capital
California
$80.5K
BBPWM
816
Blue Bell Private Wealth Management
Pennsylvania
$78.8K
BTD
817
BankPlus Trust Department
Mississippi
$78.6K
AG
818
AmeriFlex Group
Nevada
$78.2K
UCB
819
United Community Bank
South Carolina
$76.3K
SFG
820
Strive Financial Group
Indiana
$75.5K
SIS
821
Sound Income Strategies
Florida
$74.8K
BLC
822
Brown, Lisle/Cummings
Rhode Island
$74.1K
WWA
823
Wealth Watch Advisors
Colorado
$73.5K
RTC
824
Riverview Trust Company
Washington
$73.3K
TAM
825
Tucker Asset Management
Colorado
$72.8K