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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
WB
226
WesBanco Bank
West Virginia
$2.57M
TCM
227
Telos Capital Management
California
$2.52M
PA
228
Parallel Advisors
California
$2.52M
William Blair & Company
229
William Blair & Company
Illinois
$2.52M
DADC
230
D.A. Davidson & Co
Montana
$2.52M
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$2.51M
ASN
232
Advisory Services Network
Georgia
$2.51M
Vanguard Group
233
Vanguard Group
Pennsylvania
$2.5M
GWM
234
Geneos Wealth Management
Colorado
$2.5M
FFA
235
First Foundation Advisors
California
$2.49M
CL
236
Choreo LLC
Illinois
$2.46M
SF
237
Summit Financial
New Jersey
$2.44M
LWP
238
LMG Wealth Partners
Louisiana
$2.42M
SWGC
239
Summit Wealth Group (Colorado)
Colorado
$2.42M
NFW
240
Noble Family Wealth
Florida
$2.39M
QCG
241
Quadrant Capital Group
Ohio
$2.39M
KCM
242
Key Capital Management
Tennessee
$2.32M
BP
243
Ballentine Partners
Massachusetts
$2.28M
MC
244
Matters Capital
Florida
$2.22M
AFG
245
Allegheny Financial Group
Pennsylvania
$2.21M
SAM
246
Sequent Asset Management
Texas
$2.19M
Bessemer Group
247
Bessemer Group
New Jersey
$2.19M
FFA
248
Farther Finance Advisors
California
$2.17M
ABWM
249
Alpine Bank Wealth Management
Colorado
$2.12M
LOWM
250
Laurel Oak Wealth Management
New Jersey
$2.1M