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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
SAG
301
SageView Advisory Group
California
$1.46M
TPCW
302
TD Private Client Wealth
New York
$1.46M
BFC
303
Bedel Financial Consulting
Indiana
$1.45M
I2I
304
Insight 2811 Inc
Illinois
$1.41M
PFS
305
Prospera Financial Services
Texas
$1.37M
FGG
306
Financial Guidance Group
Florida
$1.37M
GC
307
Granville Capital
North Carolina
$1.37M
PWP
308
Ponta Wealth Partners
Florida
$1.36M
NAAA
309
New Age Alpha Advisors
New York
$1.35M
CC
310
Clearwave Capital
California
$1.34M
NG
311
Norden Group
Utah
$1.34M
Neuberger Berman Group
312
Neuberger Berman Group
New York
$1.34M
CCM
313
Coldstream Capital Management
Washington
$1.31M
PTC
314
Private Trust Company
Ohio
$1.31M
BFS
315
Bradley Foster & Sargent
Connecticut
$1.31M
SCG
316
Sonata Capital Group
Washington
$1.31M
EWA
317
ERTS Wealth Advisors
Michigan
$1.29M
CRC
318
Curi RMB Capital
Illinois
$1.27M
GIA
319
Gladstone Institutional Advisory
Florida
$1.27M
CWMP
320
Clarion Wealth Managment Partners
Virginia
$1.26M
LGG
321
Luts & Greenleigh Group
Maryland
$1.25M
BlackRock
322
BlackRock
New York
$1.25M
MCM
323
MV Capital Management
Maryland
$1.24M
RB
324
Renasant Bank
Mississippi
$1.23M
TCA
325
Transcend Capital Advisors
New Jersey
$1.22M