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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
CWM
851
Copia Wealth Management
Oregon
$42.3K
HPC
852
HM Payson & Co
Maine
$42.3K
KB
853
Kimelman & Baird
New York
$40.1K
PWPS
854
Pinnacle Wealth Planning Services
Ohio
$39.5K
HWM
855
Horizons Wealth Management
North Carolina
$39.4K
WAG
856
Windsor Advisory Group
Ohio
$38.1K
GEA
857
Glen Eagle Advisors
New Jersey
$37.2K
IRC
858
Investors Research Corp
Georgia
$36.5K
RFA
859
Register Financial Advisors
Georgia
$35.8K
NWM
860
Nova Wealth Management
Florida
$35.5K
TCOT
861
Trust Company of Toledo
Ohio
$35.4K
ICCON
862
Investment Counsel Company of Nevada
Nevada
$35.4K
LBC
863
Lowe Brockenbrough & Co
Virginia
$35.3K
LWANC
864
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K
BGIM
865
Brandywine Global Investment Management
Pennsylvania
$34.8K
HFS
866
Hughes Financial Services
Virginia
$34.8K
GTAM
867
Global Trust Asset Management
Florida
$34.5K
GWP
868
Gen-Wealth Partners
Michigan
$34.5K
BWL
869
Bogart Wealth LLC
Virginia
$33.7K
SEP
870
Signature Equity Partners
Ohio
$32.3K
TCA
871
Trifecta Capital Advisors
Illinois
$31K
ACA
872
American Capital Advisory
Idaho
$31K
CFFP
873
Center for Financial Planning
Michigan
$29.8K
TCM
874
Triumph Capital Management
Colorado
$29.8K
RPC
875
Rossmore Private Capital
Connecticut
$29.6K