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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
AG
826
AmeriFlex Group
Nevada
$78.2K
UCB
827
United Community Bank
South Carolina
$76.3K
SFG
828
Strive Financial Group
Indiana
$75.5K
SIS
829
Sound Income Strategies
Florida
$74.8K
BLC
830
Brown, Lisle/Cummings
Rhode Island
$74.1K
WWA
831
Wealth Watch Advisors
Colorado
$73.5K
RTC
832
Riverview Trust Company
Washington
$73.3K
TAM
833
Tucker Asset Management
Colorado
$72.8K
ME
834
McIlrath & Eck
Washington
$72.5K
SS
835
Sunbelt Securities
Texas
$72.2K
FCG
836
Financial Connections Group
California
$72K
OW
837
Olistico Wealth
Oklahoma
$71.1K
CPG
838
Cornerstone Planning Group
New Jersey
$71K
AIC
839
Archer Investment Corporation
Indiana
$70.8K
AAG
840
Armstrong Advisory Group
Massachusetts
$70.5K
SWA
841
Strategic Wealth Advisors
Arizona
$70K
NSIM
842
North Star Investment Management
Illinois
$69.7K
EPAM
843
Evelyn Partners Asset Management
$68.1K
BSB
844
Bangor Savings Bank
Maine
$65.7K
OA
845
Operose Advisors
Wisconsin
$65.6K
LWMI
846
Legacy Wealth Management (Idaho)
Idaho
$64.5K
CTA
847
Colonial Trust Advisors
South Carolina
$63.5K
CSB
848
City State Bank
Iowa
$61.2K
HCM
849
Hollencrest Capital Management
California
$56.3K
LGWM
850
Litman Gregory Wealth Management
California
$55.3K