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iShares Russell Mid-Cap Value ETF

986 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 125 funds opening new positions, 336 increasing their positions, 266 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
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
LWMI
851
Legacy Wealth Management (Idaho)
Idaho
$64.5K
CTA
852
Colonial Trust Advisors
South Carolina
$63.5K
CSB
853
City State Bank
Iowa
$61.2K
MWA
854
Medallion Wealth Advisors
Connecticut
$58.7K
HCM
855
Hollencrest Capital Management
California
$56.3K
LGWM
856
Litman Gregory Wealth Management
California
$55.3K
AIP
857
Ameritas Investment Partners
Nebraska
$54.3K
RMP
858
Richards, Merrill & Peterson
Washington
$53.5K
HHCP
859
Hilton Head Capital Partners
South Carolina
$52.2K
HR
860
Howe & Rusling
New York
$50.9K
FG
861
Fairman Group
Pennsylvania
$48.4K
JFA
862
JNBA Financial Advisors
Minnesota
$47.8K
APW
863
Aventura Private Wealth
Florida
$45.7K
WETS
864
Wealth Enhancement Trust Services
South Dakota
$45.7K
HPC
865
HM Payson & Co
Maine
$42.3K
CWM
866
Copia Wealth Management
Oregon
$42.3K
KB
867
Kimelman & Baird
New York
$40.1K
PWPS
868
Pinnacle Wealth Planning Services
Ohio
$39.5K
HWM
869
Horizons Wealth Management
North Carolina
$39.4K
WAG
870
Windsor Advisory Group
Ohio
$38.1K
GEA
871
Glen Eagle Advisors
New Jersey
$37.2K
IRC
872
Investors Research Corp
Georgia
$36.5K
RFA
873
Register Financial Advisors
Georgia
$35.8K
NWM
874
Nova Wealth Management
Florida
$35.5K
TCOT
875
Trust Company of Toledo
Ohio
$35.4K