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iShares Russell Mid-Cap Value ETF

971 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 117 funds opening new positions, 332 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
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
WIM
351
Warwick Investment Management
Texas
$1.06M
CWM
352
Cornerstone Wealth Management
Missouri
$1.05M
SCM
353
SB Capital Management
California
$1.05M
MFWP
354
Mosaic Family Wealth Partners
Missouri
$1.04M
PMG
355
Private Management Group
California
$1.04M
BOSSRA
356
B.O.S.S. Retirement Advisors
Utah
$1.04M
IWC
357
Integrated Wealth Concepts
Massachusetts
$1.04M
VCM
358
Viewpoint Capital Management
Washington
$1.03M
NB
359
Nicolet Bankshares
Wisconsin
$1.03M
Q1WB
360
Quest 10 Wealth Builders
Virginia
$1.03M
SVWAG
361
Sound View Wealth Advisors Group
Georgia
$1.02M
FIA
362
Foundations Investment Advisors
Arizona
$1.02M
FOA
363
Five Oceans Advisors
California
$1.01M
SG
364
StoneX Group
New York
$995K
TP
365
Tranquility Partners
Tennessee
$983K
IB
366
Intrust Bank
Kansas
$981K
IPW
367
Intergy Private Wealth
Colorado
$977K
BWFA
368
Baltimore-Washington Financial Advisors
Maryland
$974K
GT
369
Greenleaf Trust
Michigan
$974K
PFBT
370
Parkside Financial Bank & Trust
Missouri
$973K
B
371
Bailard
California
$970K
SFB
372
STAR Financial Bank
Indiana
$968K
AWM
373
Avior Wealth Management
Nebraska
$966K
WTB
374
Washington Trust Bank
Washington
$959K
Franklin Resources
375
Franklin Resources
California
$949K