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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
LFA
1001
LGT Financial Advisors
Texas
VAG
1002
VisionPoint Advisory Group
Texas
PPWM
1003
PFG Private Wealth Management
Florida
PFG
1004
Pacific Financial Group
Washington
Fisher Asset Management
1005
Fisher Asset Management
Washington
TC
1006
TownSquare Capital
Utah
AWG
1007
Altus Wealth Group
Colorado
GWM
1008
GSB Wealth Management
Connecticut
SAM
1009
Strive Asset Management
Ohio
FA
1010
FSA Advisors
Michigan
MPCL
1011
My Personal CFO LLC
Washington
EIA
1012
Eldridge Investment Advisors
New Hampshire
NRI
1013
NFP Retirement Inc
California
IWA
1014
IBEX Wealth Advisors
New Jersey
PWMAG
1015
Pinnacle Wealth Management Advisory Group
New Jersey
MFG
1016
MidWestOne Financial Group
Iowa
BHBT
1017
Burke & Herbert Bank & Trust
Virginia
MAM
1018
Marotta Asset Management
Virginia
SWP
1019
Summit Wealth Partners
Florida
VC
1020
Vicus Capital
Pennsylvania
FCFC
1021
First Citizens Financial Corp
Iowa
LG
1022
LaFleur & Godfrey
Michigan
HF
1023
HRT Financial
New York
SWA
1024
SOA Wealth Advisors
New York
KHC
1025
Koesten Hirschmann & Crabtree
Kansas