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iShares Russell Mid-Cap Value ETF

979 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, 335 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
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
GWP
876
Gen-Wealth Partners
Michigan
$34.5K
BWL
877
Bogart Wealth LLC
Virginia
$33.7K
SEP
878
Signature Equity Partners
Ohio
$32.3K
TCA
879
Trifecta Capital Advisors
Illinois
$31K
ACA
880
American Capital Advisory
Idaho
$31K
BONH
881
Bank of New Hampshire
New Hampshire
$30.2K
CFFP
882
Center for Financial Planning
Michigan
$29.8K
TCM
883
Triumph Capital Management
Colorado
$29.8K
RPC
884
Rossmore Private Capital
Connecticut
$29.6K
CBT
885
Crews Bank & Trust
Florida
$29.3K
FC
886
Financial Consulate
Maryland
$29.2K
WIM
887
Westside Investment Management
California
$28.5K
BAM
888
Bellevue Asset Management
Washington
$28.2K
KBFS
889
Kohmann Bosshard Financial Services
Ohio
$28.2K
MFC
890
Mechanics Financial Corp
Ohio
$27.8K
PIP
891
Peachtree Investment Partners
Florida
$27.3K
AW
892
Avion Wealth
Texas
$27K
CP
893
Covenant Partners
Tennessee
$26.9K
TTIC
894
Tower Trust & Investment Company
Iowa
$26.8K
BFPW
895
BOK Financial Private Wealth
Colorado
$25.5K
CYG
896
Clean Yield Group
Vermont
$25.1K
RF
897
Roxbury Financial
New Jersey
$25K
FGAM
898
Financial Gravity Asset Management
Texas
$24K
AFG
899
Albion Financial Group
Utah
$22.9K
SWM
900
SHP Wealth Management
Massachusetts
$22.6K