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iShares Russell Mid-Cap Value ETF

978 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, 334 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
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
EIA
1001
Eldridge Investment Advisors
New Hampshire
NRI
1002
NFP Retirement Inc
California
IWA
1003
IBEX Wealth Advisors
New Jersey
PWMAG
1004
Pinnacle Wealth Management Advisory Group
New Jersey
MFG
1005
MidWestOne Financial Group
Iowa
BHBT
1006
Burke & Herbert Bank & Trust
Virginia
MAM
1007
Marotta Asset Management
Virginia
SWP
1008
Summit Wealth Partners
Florida
VC
1009
Vicus Capital
Pennsylvania
FCFC
1010
First Citizens Financial Corp
Iowa
LG
1011
LaFleur & Godfrey
Michigan
HF
1012
HRT Financial
New York
SWA
1013
SOA Wealth Advisors
New York
KHC
1014
Koesten Hirschmann & Crabtree
Kansas
CCM
1015
Cutler Capital Management
Massachusetts
S
1016
SignatureFD
Georgia
HWA
1017
Heartwood Wealth Advisors
Virginia
WTA
1018
Washington Trust Advisors
Massachusetts
WW
1019
Winnow Wealth
Texas
PPA
1020
Painted Porch Advisors
California
PAM
1021
Palisade Asset Management
Minnesota
GWSG
1022
GPS Wealth Strategies Group
Colorado
TIM
1023
Tortoise Investment Management
New York
RA
1024
Rise Advisors
New York
SIC
1025
Salem Investment Counselors
North Carolina