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