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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
WFS
176
Widmann Financial Services
Maryland
$3.85M
FWP
177
Falcon Wealth Planning
California
$3.76M
CHC
178
City Holding Co
West Virginia
$3.76M
CWM
179
Connecticut Wealth Management
Connecticut
$3.65M
FCP
180
Fidelis Capital Partners
Florida
$3.64M
PGFC
181
Peapack-Gladstone Financial Corp
New Jersey
$3.6M
Cerity Partners
182
Cerity Partners
New York
$3.49M
OAM
183
Oppenheimer Asset Management
New York
$3.46M
HAFS
184
Hapanowicz & Associates Financial Services
Pennsylvania
$3.44M
SPC
185
Sigma Planning Corp
Michigan
$3.39M
VW
186
Vance Wealth
California
$3.38M
SFG
187
Sage Financial Group
Pennsylvania
$3.38M
HSA
188
HBK Sorce Advisory
Pennsylvania
$3.37M
PWAM
189
Private Wealth Asset Management
Iowa
$3.36M
JWCA
190
J.W. Cole Advisors
Florida
$3.36M
MCA
191
MSH Capital Advisors
Arizona
$3.35M
HIA
192
Harbor Investment Advisory
Maryland
$3.35M
Brown Advisory
193
Brown Advisory
Maryland
$3.29M
ET
194
Equitable Trust
Tennessee
$3.29M
Citadel Advisors
195
Citadel Advisors
Florida
$3.27M
RWP
196
RWA Wealth Partners
Massachusetts
$3.25M
MEG
197
Millstone Evans Group
Colorado
$3.21M
ANB
198
Amarillo National Bank
Texas
$3.19M
CCM
199
Condor Capital Management
New Jersey
$3.09M
IA
200
IFP Advisors
Florida
$3.08M