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iShares Russell Mid-Cap Value ETF

967 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, 331 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
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
SS
826
Sunbelt Securities
Texas
$72.2K
FCG
827
Financial Connections Group
California
$72K
OW
828
Olistico Wealth
Oklahoma
$71.1K
CPG
829
Cornerstone Planning Group
New Jersey
$71K
AIC
830
Archer Investment Corporation
Indiana
$70.8K
AAG
831
Armstrong Advisory Group
Massachusetts
$70.5K
SWA
832
Strategic Wealth Advisors
Arizona
$70K
NSIM
833
North Star Investment Management
Illinois
$69.7K
EPAM
834
Evelyn Partners Asset Management
$68.1K
BSB
835
Bangor Savings Bank
Maine
$65.7K
OA
836
Operose Advisors
Wisconsin
$65.6K
LWMI
837
Legacy Wealth Management (Idaho)
Idaho
$64.5K
CTA
838
Colonial Trust Advisors
South Carolina
$63.5K
CSB
839
City State Bank
Iowa
$61.2K
HCM
840
Hollencrest Capital Management
California
$56.3K
LGWM
841
Litman Gregory Wealth Management
California
$55.3K
AIP
842
Ameritas Investment Partners
Nebraska
$54.3K
RMP
843
Richards, Merrill & Peterson
Washington
$53.5K
HHCP
844
Hilton Head Capital Partners
South Carolina
$52.2K
HR
845
Howe & Rusling
New York
$50.9K
FG
846
Fairman Group
Pennsylvania
$48.4K
JFA
847
JNBA Financial Advisors
Minnesota
$47.8K
APW
848
Aventura Private Wealth
Florida
$45.7K
WETS
849
Wealth Enhancement Trust Services
South Dakota
$45.7K
CWM
850
Copia Wealth Management
Oregon
$42.3K