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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
BFS
801
Bare Financial Services
Pennsylvania
$111K
CFD
802
Creative Financial Designs
Indiana
$110K
HIW
803
Holos Integrated Wealth
Pennsylvania
$109K
AA
804
Addison Advisors
Vermont
$105K
BW
805
Basepoint Wealth
Iowa
$104K
TC
806
Trust Company
Kansas
$101K
NRC
807
New Republic Capital
North Carolina
$98.7K
PAM
808
Parvin Asset Management
South Dakota
$97.5K
HAP
809
Harbor Asset Planning
Massachusetts
$97.2K
SC
810
Steph & Co
Wisconsin
$95.8K
CPA
811
Cardiff Park Advisors
California
$95.5K
BFO
812
Biltmore Family Office
North Carolina
$94.9K
ST
813
Smithfield Trust
Pennsylvania
$94K
CIAS
814
Capital Investment Advisory Services
North Carolina
$93K
GA
815
GoalVest Advisory
New York
$92.8K
FHA
816
Flagship Harbor Advisors
Massachusetts
$91.7K
RF
817
Rossby Financial
Florida
$88.4K
AT
818
Avalon Trust
New Mexico
$84.6K
PWM
819
Provident Wealth Management
Tennessee
$84.1K
ADL
820
Asset Dedication LLC
California
$80.8K
GSWM
821
Golden State Wealth Management
California
$80.7K
AC
822
AlphaCore Capital
California
$80.5K
BBPWM
823
Blue Bell Private Wealth Management
Pennsylvania
$78.8K
BTD
824
BankPlus Trust Department
Mississippi
$78.6K
AG
825
AmeriFlex Group
Nevada
$78.2K