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iShares Russell Mid-Cap Value ETF

969 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 116 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
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
FCFC
1001
First Citizens Financial Corp
Iowa
LG
1002
LaFleur & Godfrey
Michigan
HF
1003
HRT Financial
New York
SWA
1004
SOA Wealth Advisors
New York
KHC
1005
Koesten Hirschmann & Crabtree
Kansas
CCM
1006
Cutler Capital Management
Massachusetts
S
1007
SignatureFD
Georgia
HWA
1008
Heartwood Wealth Advisors
Virginia
WTA
1009
Washington Trust Advisors
Massachusetts
WW
1010
Winnow Wealth
Texas
PAM
1011
Palisade Asset Management
Minnesota
GWSG
1012
GPS Wealth Strategies Group
Colorado
TIM
1013
Tortoise Investment Management
New York
RA
1014
Rise Advisors
New York
SIC
1015
Salem Investment Counselors
North Carolina
PSFG
1016
Park Square Financial Group
Georgia
ATS
1017
Ashton Thomas Securities
New York
RP
1018
Rice Partnership
Hawaii
CCM
1019
Cloud Capital Management
Washington
VWM
1020
Vermillion Wealth Management
Minnesota
BCM
1021
Blume Capital Management
California
NC
1022
North Capital
Utah
GFWA
1023
Grey Fox Wealth Advisors
Delaware
KWM
1024
Kiker Wealth Management
Georgia
MSG
1025
Main Street Group
Virginia