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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
AT
951
Arlington Trust
Alabama
$7.48K
PWA
952
Provenance Wealth Advisors
Florida
$6.87K
MFC
953
Morris Financial Concepts
South Carolina
$6.33K
LFG
954
Larson Financial Group
Missouri
$6.02K
CCC
955
Chelsea Counsel Company
California
$5.92K
FCT
956
First Community Trust
Iowa
$5.78K
SL
957
Salomon & Ludwin
Virginia
$5.77K
PPL
958
Planning Project LLC
Texas
$5.72K
AP
959
Atwood & Palmer
Missouri
$5.64K
CFS
960
Compass Financial Services
Iowa
$5.51K
1L
961
10Elms LLP
Oklahoma
$5.22K
TSMHT
962
Thurston Springer Miller Herd & Titak
Indiana
$4.79K
NRG
963
Nemes Rush Group
Michigan
$4.23K
GF
964
GGM Financials
Ohio
$4.23K
WWM
965
Wolff Wiese Magana
California
$3.95K
JGIA
966
Jackson Grant Investment Advisers
Connecticut
$3.9K
NMG
967
New Millennium Group
Utah
$3.81K
DF
968
Dunhill Financial
United Kingdom
$3.14K
SN
969
Sittner & Nelson
Oregon
$3.04K
RFA
970
Reyes Financial Architecture
California
$2.96K
BC
971
Broadwater Capital
Massachusetts
$2.82K
PP
972
PFS Partners
New Jersey
$2.68K
FIM
973
FWL Investment Management
Texas
$2.54K
FDW
974
Fourth Dimension Wealth
Ohio
$2.4K
CT
975
Caldwell Trust
Florida
$2.4K