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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
FWP
176
Falcon Wealth Planning
California
$3.76M
CHC
177
City Holding Co
West Virginia
$3.76M
CWM
178
Connecticut Wealth Management
Connecticut
$3.65M
FCP
179
Fidelis Capital Partners
Florida
$3.64M
PGFC
180
Peapack-Gladstone Financial Corp
New Jersey
$3.6M
Cerity Partners
181
Cerity Partners
New York
$3.49M
OAM
182
Oppenheimer Asset Management
New York
$3.46M
HAFS
183
Hapanowicz & Associates Financial Services
Pennsylvania
$3.44M
SPC
184
Sigma Planning Corp
Michigan
$3.39M
VW
185
Vance Wealth
California
$3.38M
SFG
186
Sage Financial Group
Pennsylvania
$3.38M
HSA
187
HBK Sorce Advisory
Pennsylvania
$3.37M
PWAM
188
Private Wealth Asset Management
Iowa
$3.36M
JWCA
189
J.W. Cole Advisors
Florida
$3.36M
MCA
190
MSH Capital Advisors
Arizona
$3.35M
HIA
191
Harbor Investment Advisory
Maryland
$3.35M
Brown Advisory
192
Brown Advisory
Maryland
$3.29M
ET
193
Equitable Trust
Tennessee
$3.29M
Citadel Advisors
194
Citadel Advisors
Florida
$3.27M
RWP
195
RWA Wealth Partners
Massachusetts
$3.25M
MEG
196
Millstone Evans Group
Colorado
$3.21M
ANB
197
Amarillo National Bank
Texas
$3.19M
CCM
198
Condor Capital Management
New Jersey
$3.09M
IA
199
IFP Advisors
Florida
$3.08M
TA
200
Tectonic Advisors
Texas
$3.06M