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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
AT
826
Avalon Trust
New Mexico
$84.6K
PWM
827
Provident Wealth Management
Tennessee
$84.1K
ADL
828
Asset Dedication LLC
California
$80.8K
GSWM
829
Golden State Wealth Management
California
$80.7K
AC
830
AlphaCore Capital
California
$80.5K
BBPWM
831
Blue Bell Private Wealth Management
Pennsylvania
$78.8K
BTD
832
BankPlus Trust Department
Mississippi
$78.6K
AG
833
AmeriFlex Group
Nevada
$78.2K
UCB
834
United Community Bank
South Carolina
$76.3K
SFG
835
Strive Financial Group
Indiana
$75.5K
SIS
836
Sound Income Strategies
Florida
$74.8K
BLC
837
Brown, Lisle/Cummings
Rhode Island
$74.1K
WWA
838
Wealth Watch Advisors
Colorado
$73.5K
RTC
839
Riverview Trust Company
Washington
$73.3K
TAM
840
Tucker Asset Management
Colorado
$72.8K
ME
841
McIlrath & Eck
Washington
$72.5K
SS
842
Sunbelt Securities
Texas
$72.2K
FCG
843
Financial Connections Group
California
$72K
OW
844
Olistico Wealth
Oklahoma
$71.1K
CPG
845
Cornerstone Planning Group
New Jersey
$71K
AIC
846
Archer Investment Corporation
Indiana
$70.8K
AAG
847
Armstrong Advisory Group
Massachusetts
$70.5K
SWA
848
Strategic Wealth Advisors
Arizona
$70K
NSIM
849
North Star Investment Management
Illinois
$69.7K
EPAM
850
Evelyn Partners Asset Management
$68.1K