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iShares Russell Mid-Cap Value ETF

979 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, 335 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
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
SI
351
Saxon Interests
Texas
$1.08M
NS
352
NBC Securities
Alabama
$1.07M
AL
353
ADE LLC
Maryland
$1.07M
CB
354
Cadence Bank
Mississippi
$1.07M
WIM
355
Warwick Investment Management
Texas
$1.06M
CWM
356
Cornerstone Wealth Management
Missouri
$1.05M
SCM
357
SB Capital Management
California
$1.05M
MFWP
358
Mosaic Family Wealth Partners
Missouri
$1.04M
PMG
359
Private Management Group
California
$1.04M
BOSSRA
360
B.O.S.S. Retirement Advisors
Utah
$1.04M
IWC
361
Integrated Wealth Concepts
Massachusetts
$1.04M
VCM
362
Viewpoint Capital Management
Washington
$1.03M
NB
363
Nicolet Bankshares
Wisconsin
$1.03M
Q1WB
364
Quest 10 Wealth Builders
Virginia
$1.03M
SVWAG
365
Sound View Wealth Advisors Group
Georgia
$1.02M
FIA
366
Foundations Investment Advisors
Arizona
$1.02M
FOA
367
Five Oceans Advisors
California
$1.01M
SG
368
StoneX Group
New York
$995K
TP
369
Tranquility Partners
Tennessee
$983K
IB
370
Intrust Bank
Kansas
$981K
IPW
371
Intergy Private Wealth
Colorado
$977K
BWFA
372
Baltimore-Washington Financial Advisors
Maryland
$974K
GT
373
Greenleaf Trust
Michigan
$974K
PFBT
374
Parkside Financial Bank & Trust
Missouri
$973K
B
375
Bailard
California
$970K