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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
DADC
226
D.A. Davidson & Co
Montana
$2.52M
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$2.51M
ASN
228
Advisory Services Network
Georgia
$2.51M
Vanguard Group
229
Vanguard Group
Pennsylvania
$2.5M
GWM
230
Geneos Wealth Management
Colorado
$2.5M
FFA
231
First Foundation Advisors
California
$2.49M
CL
232
Choreo LLC
Illinois
$2.46M
SF
233
Summit Financial
New Jersey
$2.44M
LWP
234
LMG Wealth Partners
Louisiana
$2.42M
SWGC
235
Summit Wealth Group (Colorado)
Colorado
$2.42M
NFW
236
Noble Family Wealth
Florida
$2.39M
QCG
237
Quadrant Capital Group
Ohio
$2.39M
KCM
238
Key Capital Management
Tennessee
$2.32M
BP
239
Ballentine Partners
Massachusetts
$2.28M
MC
240
Matters Capital
Florida
$2.22M
AFG
241
Allegheny Financial Group
Pennsylvania
$2.21M
SAM
242
Sequent Asset Management
Texas
$2.19M
Bessemer Group
243
Bessemer Group
New Jersey
$2.19M
FFA
244
Farther Finance Advisors
California
$2.17M
ABWM
245
Alpine Bank Wealth Management
Colorado
$2.12M
LOWM
246
Laurel Oak Wealth Management
New Jersey
$2.1M
GIM
247
Goelzer Investment Management
Indiana
$2.05M
BEI
248
Benjamin Edwards Inc
Missouri
$2.03M
MFG
249
Merit Financial Group
Georgia
$2.03M
PCM
250
Pointe Capital Management
Michigan
$2.02M