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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
PFG
1001
Pacific Financial Group
Washington
Fisher Asset Management
1002
Fisher Asset Management
Washington
TC
1003
TownSquare Capital
Utah
AWG
1004
Altus Wealth Group
Colorado
GWM
1005
GSB Wealth Management
Connecticut
SAM
1006
Strive Asset Management
Ohio
FA
1007
FSA Advisors
Michigan
MPCL
1008
My Personal CFO LLC
Washington
EIA
1009
Eldridge Investment Advisors
New Hampshire
NRI
1010
NFP Retirement Inc
California
IWA
1011
IBEX Wealth Advisors
New Jersey
PWMAG
1012
Pinnacle Wealth Management Advisory Group
New Jersey
MFG
1013
MidWestOne Financial Group
Iowa
BHBT
1014
Burke & Herbert Bank & Trust
Virginia
MAM
1015
Marotta Asset Management
Virginia
SWP
1016
Summit Wealth Partners
Florida
VC
1017
Vicus Capital
Pennsylvania
FCFC
1018
First Citizens Financial Corp
Iowa
LG
1019
LaFleur & Godfrey
Michigan
HF
1020
HRT Financial
New York
SWA
1021
SOA Wealth Advisors
New York
KHC
1022
Koesten Hirschmann & Crabtree
Kansas
CCM
1023
Cutler Capital Management
Massachusetts
S
1024
SignatureFD
Georgia
HWA
1025
Heartwood Wealth Advisors
Virginia