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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
BWL
876
Bogart Wealth LLC
Virginia
$33.7K
SEP
877
Signature Equity Partners
Ohio
$32.3K
TCA
878
Trifecta Capital Advisors
Illinois
$31K
ACA
879
American Capital Advisory
Idaho
$31K
BONH
880
Bank of New Hampshire
New Hampshire
$30.2K
CFFP
881
Center for Financial Planning
Michigan
$29.8K
TCM
882
Triumph Capital Management
Colorado
$29.8K
RPC
883
Rossmore Private Capital
Connecticut
$29.6K
CBT
884
Crews Bank & Trust
Florida
$29.3K
FC
885
Financial Consulate
Maryland
$29.2K
WIM
886
Westside Investment Management
California
$28.5K
BAM
887
Bellevue Asset Management
Washington
$28.2K
KBFS
888
Kohmann Bosshard Financial Services
Ohio
$28.2K
MFC
889
Mechanics Financial Corp
Ohio
$27.8K
PIP
890
Peachtree Investment Partners
Florida
$27.3K
AW
891
Avion Wealth
Texas
$27K
CP
892
Covenant Partners
Tennessee
$26.9K
TTIC
893
Tower Trust & Investment Company
Iowa
$26.8K
BFPW
894
BOK Financial Private Wealth
Colorado
$25.5K
CYG
895
Clean Yield Group
Vermont
$25.1K
RF
896
Roxbury Financial
New Jersey
$25K
FGAM
897
Financial Gravity Asset Management
Texas
$24K
AFG
898
Albion Financial Group
Utah
$22.9K
SWM
899
SHP Wealth Management
Massachusetts
$22.6K
MS
900
Monetary Solutions
Ohio
$21.2K