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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
HWP
926
Highline Wealth Partners
California
$11.6K
ITIM
927
Indiana Trust & Investment Management
Indiana
$11.3K
SRCM
928
Signature Resources Capital Management
California
$11.1K
HWA
929
HHM Wealth Advisors
Tennessee
$11K
VWWMG
930
Vermillion & White Wealth Management Group
Pennsylvania
$10.9K
PP
931
Pingora Partners
Wyoming
$10.6K
CB
932
CNB Bank
Pennsylvania
$10.4K
HFS
933
Hantz Financial Services
Michigan
$10K
OL
934
one8zero8 LLC
North Carolina
$9.17K
CSC
935
Caldwell Sutter Capital
California
$9.17K
TVWM
936
Tower View Wealth Management
Wisconsin
$8.59K
AFC
937
Ares Financial Consulting
California
$8.49K
FFA
938
Founders Financial Alliance
North Carolina
$8.46K
MFT
939
Moisand Fitzgerald Tamayo
Florida
$8.18K
DFC
940
DB Fitzpatrick & Co
Idaho
$7.76K
BIM
941
Breakwater Investment Management
Washington
$7.76K
APCM
942
Alaska Permanent Capital Management
Alaska
$7.61K
KFP
943
Kerr Financial Planning
California
$7.58K
AT
944
Arlington Trust
Alabama
$7.48K
PWA
945
Provenance Wealth Advisors
Florida
$6.87K
MFC
946
Morris Financial Concepts
South Carolina
$6.33K
LFG
947
Larson Financial Group
Missouri
$6.02K
CCC
948
Chelsea Counsel Company
California
$5.92K
FCT
949
First Community Trust
Iowa
$5.78K
SL
950
Salomon & Ludwin
Virginia
$5.77K