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iShares Russell Mid-Cap Value ETF

980 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 122 funds opening new positions, 335 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
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
SFB
376
STAR Financial Bank
Indiana
$968K
AWM
377
Avior Wealth Management
Nebraska
$966K
WTB
378
Washington Trust Bank
Washington
$959K
Franklin Resources
379
Franklin Resources
California
$949K
FCA
380
Fortis Capital Advisors
Kansas
$947K
BAM
381
Belpointe Asset Management
Nevada
$947K
FF
382
Friday Financial
Iowa
$942K
WIA
383
World Investment Advisors
California
$941K
CSP
384
Cary Street Partners
Virginia
$922K
FMTC
385
Farmers & Merchants Trust Company
California
$919K
DC
386
Davenport & Co
Virginia
$909K
LWAM
387
Legacy Wealth Asset Management
Minnesota
$907K
MA
388
MCF Advisors
Kentucky
$905K
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$899K
HCA
390
Harbour Capital Advisors
Virginia
$877K
LW
391
Linscomb Wealth
Texas
$870K
AA
392
Auxano Advisors
Washington
$870K
PP
393
Prosperity Planning
Missouri
$862K
BCM
394
Brookstone Capital Management
Illinois
$860K
MWP
395
MYCIO Wealth Partners
Pennsylvania
$858K
BRWA
396
B. Riley Wealth Advisors
Florida
$855K
HIP
397
HUB Investment Partners
Texas
$851K
IWM
398
IHT Wealth Management
Illinois
$847K
BWM
399
BCS Wealth Management
Tennessee
$846K
TNB
400
Thomasville National Bank
Georgia
$845K