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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
I2I
301
Insight 2811 Inc
Illinois
$1.41M
PFS
302
Prospera Financial Services
Texas
$1.37M
FGG
303
Financial Guidance Group
Florida
$1.37M
GC
304
Granville Capital
North Carolina
$1.37M
PWP
305
Ponta Wealth Partners
Florida
$1.36M
NAAA
306
New Age Alpha Advisors
New York
$1.35M
NG
307
Norden Group
Utah
$1.34M
Neuberger Berman Group
308
Neuberger Berman Group
New York
$1.34M
CCM
309
Coldstream Capital Management
Washington
$1.31M
PTC
310
Private Trust Company
Ohio
$1.31M
BFS
311
Bradley Foster & Sargent
Connecticut
$1.31M
SCG
312
Sonata Capital Group
Washington
$1.31M
EWA
313
ERTS Wealth Advisors
Michigan
$1.29M
CRC
314
Curi RMB Capital
Illinois
$1.27M
GIA
315
Gladstone Institutional Advisory
Florida
$1.27M
CWMP
316
Clarion Wealth Managment Partners
Virginia
$1.26M
LGG
317
Luts & Greenleigh Group
Maryland
$1.25M
BlackRock
318
BlackRock
New York
$1.25M
MCM
319
MV Capital Management
Maryland
$1.24M
RB
320
Renasant Bank
Mississippi
$1.23M
TCA
321
Transcend Capital Advisors
New Jersey
$1.22M
TPI
322
Trust Point Inc
Wisconsin
$1.21M
EK
323
Evensky & Katz
Florida
$1.21M
WSFS
324
Wilmington Savings Fund Society
Delaware
$1.21M
HFBOT
325
Home Federal Bank of Tennessee
Tennessee
$1.21M