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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
BB
251
Berkshire Bank
Massachusetts
$2.01M
HNB
252
Huntington National Bank
Ohio
$2.01M
UBS AM
253
UBS AM
Illinois
$1.98M
FTUS
254
Flow Traders U.S.
New York
$1.98M
AllianceBernstein
255
AllianceBernstein
Tennessee
$1.97M
CAM
256
Cresset Asset Management
Illinois
$1.97M
OWA
257
One Wealth Advisors
California
$1.97M
BPA
258
Beacon Pointe Advisors
California
$1.97M
TWM
259
Tradition Wealth Management
Minnesota
$1.94M
PWS
260
Peloton Wealth Strategists
Indiana
$1.93M
BIA
261
BHK Investment Advisors
Alabama
$1.93M
AWA
262
Arkadios Wealth Advisors
Georgia
$1.93M
HGWM
263
Horst & Graben Wealth Management
Oregon
$1.93M
PS
264
Principal Securities
Iowa
$1.91M
SAM
265
Secure Asset Management
Michigan
$1.82M
FNBOO
266
First National Bank of Omaha
Nebraska
$1.77M
IFPG
267
Intrepid Financial Planning Group
Indiana
$1.76M
NF
268
Nvest Financial
New Hampshire
$1.76M
ES
269
Eagle Strategies
New York
$1.74M
TA
270
TFB Advisors
Kansas
$1.73M
Victory Capital Management
271
Victory Capital Management
Texas
$1.72M
AQR Capital Management
272
AQR Capital Management
Connecticut
$1.72M
KWM
273
Kingsview Wealth Management
Oregon
$1.71M
SWP
274
Stratos Wealth Partners
Ohio
$1.7M
ACA
275
Aptus Capital Advisors
Alabama
$1.7M