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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
PPL
951
Planning Project LLC
Texas
$5.72K
AP
952
Atwood & Palmer
Missouri
$5.64K
CFS
953
Compass Financial Services
Iowa
$5.51K
1L
954
10Elms LLP
Oklahoma
$5.22K
TSMHT
955
Thurston Springer Miller Herd & Titak
Indiana
$4.79K
NRG
956
Nemes Rush Group
Michigan
$4.23K
GF
957
GGM Financials
Ohio
$4.23K
WWM
958
Wolff Wiese Magana
California
$3.95K
JGIA
959
Jackson Grant Investment Advisers
Connecticut
$3.9K
NMG
960
New Millennium Group
Utah
$3.81K
DF
961
Dunhill Financial
United Kingdom
$3.14K
SN
962
Sittner & Nelson
Oregon
$3.04K
RFA
963
Reyes Financial Architecture
California
$2.96K
BC
964
Broadwater Capital
Massachusetts
$2.82K
PP
965
PFS Partners
New Jersey
$2.68K
FIM
966
FWL Investment Management
Texas
$2.54K
FDW
967
Fourth Dimension Wealth
Ohio
$2.4K
CT
968
Caldwell Trust
Florida
$2.4K
YP
969
YANKCOM Partnership
South Dakota
$2.26K
IIM
970
IFC & Insurance Marketing
California
$2K
DSC
971
Daytona Street Capital
Missouri
$1.69K
QWM
972
Quaker Wealth Management
New Jersey
$1.69K
CFM
973
Cornerstone Financial Management
Massachusetts
$1.55K
KG
974
Kilter Group
New York
$988
BA
975
Blueline Advisors
New Hampshire
$896