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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
BAM
376
Belpointe Asset Management
Nevada
$947K
FF
377
Friday Financial
Iowa
$942K
CSP
378
Cary Street Partners
Virginia
$922K
FMTC
379
Farmers & Merchants Trust Company
California
$919K
DC
380
Davenport & Co
Virginia
$909K
LWAM
381
Legacy Wealth Asset Management
Minnesota
$907K
MA
382
MCF Advisors
Kentucky
$905K
JFGIW
383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$899K
HCA
384
Harbour Capital Advisors
Virginia
$877K
LW
385
Linscomb Wealth
Texas
$870K
AA
386
Auxano Advisors
Washington
$870K
WIA
387
World Investment Advisors
California
$865K
PP
388
Prosperity Planning
Missouri
$862K
BCM
389
Brookstone Capital Management
Illinois
$860K
MWP
390
MYCIO Wealth Partners
Pennsylvania
$858K
BRWA
391
B. Riley Wealth Advisors
Florida
$855K
HIP
392
HUB Investment Partners
Texas
$851K
IWM
393
IHT Wealth Management
Illinois
$847K
BWM
394
BCS Wealth Management
Tennessee
$846K
TNB
395
Thomasville National Bank
Georgia
$845K
EW
396
Evoke Wealth
California
$842K
RWP
397
Revolve Wealth Partners
New Jersey
$840K
WI
398
Wedgewood Investors
Pennsylvania
$825K
CGA
399
Crescent Grove Advisors
Illinois
$820K
JE
400
Jacobs Equity
Utah
$819K