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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
TPI
326
Trust Point Inc
Wisconsin
$1.21M
EK
327
Evensky & Katz
Florida
$1.21M
WSFS
328
Wilmington Savings Fund Society
Delaware
$1.21M
HFBOT
329
Home Federal Bank of Tennessee
Tennessee
$1.21M
AWA
330
Asempa Wealth Advisors
Louisiana
$1.2M
CAM
331
Cozad Asset Management
Illinois
$1.19M
MA
332
Mutual Advisors
Nebraska
$1.18M
SCM
333
SOL Capital Management
Maryland
$1.18M
UCFA
334
United Capital Financial Advisors
Texas
$1.18M
AWM
335
Apollon Wealth Management
South Carolina
$1.18M
SFWC
336
Strategic Family Wealth Counselors
New Jersey
$1.17M
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$1.16M
SFS
338
Sowell Financial Services
Arkansas
$1.14M
GTWM
339
Global Trust Wealth Management
Florida
$1.14M
GWMIA
340
Global Wealth Management Investment Advisory
Florida
$1.13M
TI
341
Truepoint Inc
Ohio
$1.13M
KOC
342
Koss-Olinger Consulting
Florida
$1.12M
R
343
Rebalance
California
$1.12M
CHJWM
344
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.11M
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$1.11M
D
346
Dentgroup
Louisiana
$1.1M
GT
347
Glenview Trust
Kentucky
$1.1M
SFA
348
Sequoia Financial Advisors
Ohio
$1.09M
NP
349
NorthRock Partners
Minnesota
$1.08M
SI
350
Saxon Interests
Texas
$1.08M