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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
BlackRock
326
BlackRock
New York
$1.25M
MCM
327
MV Capital Management
Maryland
$1.24M
RB
328
Renasant Bank
Mississippi
$1.23M
TCA
329
Transcend Capital Advisors
New Jersey
$1.22M
TPI
330
Trust Point Inc
Wisconsin
$1.21M
EK
331
Evensky & Katz
Florida
$1.21M
CWL
332
Causey Wealth LLC
Colorado
$1.21M
WSFS
333
Wilmington Savings Fund Society
Delaware
$1.21M
HFBOT
334
Home Federal Bank of Tennessee
Tennessee
$1.21M
NPT
335
National Philanthropic Trust
Pennsylvania
$1.2M
AWA
336
Asempa Wealth Advisors
Louisiana
$1.2M
CAM
337
Cozad Asset Management
Illinois
$1.19M
MA
338
Mutual Advisors
Nebraska
$1.18M
SCM
339
SOL Capital Management
Maryland
$1.18M
UCFA
340
United Capital Financial Advisors
Texas
$1.18M
AWM
341
Apollon Wealth Management
South Carolina
$1.18M
SFWC
342
Strategic Family Wealth Counselors
New Jersey
$1.17M
Kayne Anderson Rudnick Investment Management
343
Kayne Anderson Rudnick Investment Management
California
$1.16M
SFS
344
Sowell Financial Services
Arkansas
$1.14M
GTWM
345
Global Trust Wealth Management
Florida
$1.14M
GWMIA
346
Global Wealth Management Investment Advisory
Florida
$1.13M
TI
347
Truepoint Inc
Ohio
$1.13M
KOC
348
Koss-Olinger Consulting
Florida
$1.12M
R
349
Rebalance
California
$1.12M
CHJWM
350
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.11M