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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
AWA
326
Asempa Wealth Advisors
Louisiana
$1.2M
CAM
327
Cozad Asset Management
Illinois
$1.19M
MA
328
Mutual Advisors
Nebraska
$1.18M
SCM
329
SOL Capital Management
Maryland
$1.18M
UCFA
330
United Capital Financial Advisors
Texas
$1.18M
AWM
331
Apollon Wealth Management
South Carolina
$1.18M
SFWC
332
Strategic Family Wealth Counselors
New Jersey
$1.17M
Kayne Anderson Rudnick Investment Management
333
Kayne Anderson Rudnick Investment Management
California
$1.16M
SFS
334
Sowell Financial Services
Arkansas
$1.14M
GTWM
335
Global Trust Wealth Management
Florida
$1.14M
GWMIA
336
Global Wealth Management Investment Advisory
Florida
$1.13M
TI
337
Truepoint Inc
Ohio
$1.13M
KOC
338
Koss-Olinger Consulting
Florida
$1.12M
R
339
Rebalance
California
$1.12M
CHJWM
340
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.11M
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$1.11M
D
342
Dentgroup
Louisiana
$1.1M
GT
343
Glenview Trust
Kentucky
$1.1M
SFA
344
Sequoia Financial Advisors
Ohio
$1.09M
NP
345
NorthRock Partners
Minnesota
$1.08M
SI
346
Saxon Interests
Texas
$1.08M
NS
347
NBC Securities
Alabama
$1.07M
AL
348
ADE LLC
Maryland
$1.07M
CB
349
Cadence Bank
Mississippi
$1.07M
WIM
350
Warwick Investment Management
Texas
$1.06M