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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
CAL
926
Capital Advisors Ltd
Ohio
$14K
ECA
927
Elevated Capital Advisors
Utah
$13.7K
ANBT
928
American National Bank & Trust
Texas
$13.3K
SFAM
929
Sawyer Falduto Asset Management
Illinois
$12.6K
MG
930
MilWealth Group
Wisconsin
$12.4K
M
931
MOTCO
Texas
$12.3K
HWP
932
Highline Wealth Partners
California
$11.6K
ITIM
933
Indiana Trust & Investment Management
Indiana
$11.3K
SRCM
934
Signature Resources Capital Management
California
$11.1K
HWA
935
HHM Wealth Advisors
Tennessee
$11K
VWWMG
936
Vermillion & White Wealth Management Group
Pennsylvania
$10.9K
PP
937
Pingora Partners
Wyoming
$10.6K
CB
938
CNB Bank
Pennsylvania
$10.4K
HFS
939
Hantz Financial Services
Michigan
$10K
CSC
940
Caldwell Sutter Capital
California
$9.17K
OL
941
one8zero8 LLC
North Carolina
$9.17K
TVWM
942
Tower View Wealth Management
Wisconsin
$8.59K
AFC
943
Ares Financial Consulting
California
$8.49K
FFA
944
Founders Financial Alliance
North Carolina
$8.46K
MFT
945
Moisand Fitzgerald Tamayo
Florida
$8.18K
SWP
946
Strategic Wealth Partners
Ohio
$8.04K
DFC
947
DB Fitzpatrick & Co
Idaho
$7.76K
BIM
948
Breakwater Investment Management
Washington
$7.76K
APCM
949
Alaska Permanent Capital Management
Alaska
$7.61K
KFP
950
Kerr Financial Planning
California
$7.58K