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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
UCB
826
United Community Bank
South Carolina
$76.3K
SFG
827
Strive Financial Group
Indiana
$75.5K
SIS
828
Sound Income Strategies
Florida
$74.8K
BLC
829
Brown, Lisle/Cummings
Rhode Island
$74.1K
WWA
830
Wealth Watch Advisors
Colorado
$73.5K
RTC
831
Riverview Trust Company
Washington
$73.3K
TAM
832
Tucker Asset Management
Colorado
$72.8K
ME
833
McIlrath & Eck
Washington
$72.5K
SS
834
Sunbelt Securities
Texas
$72.2K
FCG
835
Financial Connections Group
California
$72K
OW
836
Olistico Wealth
Oklahoma
$71.1K
CPG
837
Cornerstone Planning Group
New Jersey
$71K
AIC
838
Archer Investment Corporation
Indiana
$70.8K
AAG
839
Armstrong Advisory Group
Massachusetts
$70.5K
SWA
840
Strategic Wealth Advisors
Arizona
$70K
NSIM
841
North Star Investment Management
Illinois
$69.7K
EPAM
842
Evelyn Partners Asset Management
$68.1K
BSB
843
Bangor Savings Bank
Maine
$65.7K
OA
844
Operose Advisors
Wisconsin
$65.6K
LWMI
845
Legacy Wealth Management (Idaho)
Idaho
$64.5K
CTA
846
Colonial Trust Advisors
South Carolina
$63.5K
CSB
847
City State Bank
Iowa
$61.2K
HCM
848
Hollencrest Capital Management
California
$56.3K
LGWM
849
Litman Gregory Wealth Management
California
$55.3K
AIP
850
Ameritas Investment Partners
Nebraska
$54.3K