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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
MFG
251
Merit Financial Group
Georgia
$2.03M
PCM
252
Pointe Capital Management
Michigan
$2.02M
BB
253
Berkshire Bank
Massachusetts
$2.01M
HNB
254
Huntington National Bank
Ohio
$2.01M
UBS AM
255
UBS AM
Illinois
$1.98M
FTUS
256
Flow Traders U.S.
New York
$1.98M
AllianceBernstein
257
AllianceBernstein
Tennessee
$1.97M
CAM
258
Cresset Asset Management
Illinois
$1.97M
OWA
259
One Wealth Advisors
California
$1.97M
BPA
260
Beacon Pointe Advisors
California
$1.97M
TWM
261
Tradition Wealth Management
Minnesota
$1.94M
PWS
262
Peloton Wealth Strategists
Indiana
$1.93M
BIA
263
BHK Investment Advisors
Alabama
$1.93M
AWA
264
Arkadios Wealth Advisors
Georgia
$1.93M
HGWM
265
Horst & Graben Wealth Management
Oregon
$1.93M
PS
266
Principal Securities
Iowa
$1.91M
SAM
267
Secure Asset Management
Michigan
$1.82M
FNBOO
268
First National Bank of Omaha
Nebraska
$1.77M
IFPG
269
Intrepid Financial Planning Group
Indiana
$1.76M
NF
270
Nvest Financial
New Hampshire
$1.76M
ES
271
Eagle Strategies
New York
$1.74M
TA
272
TFB Advisors
Kansas
$1.73M
RCAG
273
Rehmann Capital Advisory Group
Michigan
$1.73M
Victory Capital Management
274
Victory Capital Management
Texas
$1.72M
AQR Capital Management
275
AQR Capital Management
Connecticut
$1.72M