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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
ME
826
McIlrath & Eck
Washington
$72.5K
SS
827
Sunbelt Securities
Texas
$72.2K
FCG
828
Financial Connections Group
California
$72K
OW
829
Olistico Wealth
Oklahoma
$71.1K
CPG
830
Cornerstone Planning Group
New Jersey
$71K
AIC
831
Archer Investment Corporation
Indiana
$70.8K
AAG
832
Armstrong Advisory Group
Massachusetts
$70.5K
SWA
833
Strategic Wealth Advisors
Arizona
$70K
NSIM
834
North Star Investment Management
Illinois
$69.7K
EPAM
835
Evelyn Partners Asset Management
$68.1K
BSB
836
Bangor Savings Bank
Maine
$65.7K
OA
837
Operose Advisors
Wisconsin
$65.6K
LWMI
838
Legacy Wealth Management (Idaho)
Idaho
$64.5K
CTA
839
Colonial Trust Advisors
South Carolina
$63.5K
CSB
840
City State Bank
Iowa
$61.2K
HCM
841
Hollencrest Capital Management
California
$56.3K
LGWM
842
Litman Gregory Wealth Management
California
$55.3K
AIP
843
Ameritas Investment Partners
Nebraska
$54.3K
RMP
844
Richards, Merrill & Peterson
Washington
$53.5K
HHCP
845
Hilton Head Capital Partners
South Carolina
$52.2K
HR
846
Howe & Rusling
New York
$50.9K
FG
847
Fairman Group
Pennsylvania
$48.4K
JFA
848
JNBA Financial Advisors
Minnesota
$47.8K
APW
849
Aventura Private Wealth
Florida
$45.7K
WETS
850
Wealth Enhancement Trust Services
South Dakota
$45.7K