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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
RMP
851
Richards, Merrill & Peterson
Washington
$53.5K
HHCP
852
Hilton Head Capital Partners
South Carolina
$52.2K
HR
853
Howe & Rusling
New York
$50.9K
FG
854
Fairman Group
Pennsylvania
$48.4K
JFA
855
JNBA Financial Advisors
Minnesota
$47.8K
APW
856
Aventura Private Wealth
Florida
$45.7K
WETS
857
Wealth Enhancement Trust Services
South Dakota
$45.7K
CWM
858
Copia Wealth Management
Oregon
$42.3K
HPC
859
HM Payson & Co
Maine
$42.3K
KB
860
Kimelman & Baird
New York
$40.1K
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$39.5K
HWM
862
Horizons Wealth Management
North Carolina
$39.4K
WAG
863
Windsor Advisory Group
Ohio
$38.1K
GEA
864
Glen Eagle Advisors
New Jersey
$37.2K
IRC
865
Investors Research Corp
Georgia
$36.5K
RFA
866
Register Financial Advisors
Georgia
$35.8K
NWM
867
Nova Wealth Management
Florida
$35.5K
TCOT
868
Trust Company of Toledo
Ohio
$35.4K
ICCON
869
Investment Counsel Company of Nevada
Nevada
$35.4K
LBC
870
Lowe Brockenbrough & Co
Virginia
$35.3K
LWANC
871
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K
BGIM
872
Brandywine Global Investment Management
Pennsylvania
$34.8K
HFS
873
Hughes Financial Services
Virginia
$34.8K
GTAM
874
Global Trust Asset Management
Florida
$34.5K
GWP
875
Gen-Wealth Partners
Michigan
$34.5K