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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
AWM
376
Avior Wealth Management
Nebraska
$966K
WTB
377
Washington Trust Bank
Washington
$959K
Franklin Resources
378
Franklin Resources
California
$949K
FCA
379
Fortis Capital Advisors
Kansas
$947K
BAM
380
Belpointe Asset Management
Nevada
$947K
FF
381
Friday Financial
Iowa
$942K
WIA
382
World Investment Advisors
California
$941K
CSP
383
Cary Street Partners
Virginia
$922K
FMTC
384
Farmers & Merchants Trust Company
California
$919K
DC
385
Davenport & Co
Virginia
$909K
LWAM
386
Legacy Wealth Asset Management
Minnesota
$907K
MA
387
MCF Advisors
Kentucky
$905K
JFGIW
388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$899K
HCA
389
Harbour Capital Advisors
Virginia
$877K
LW
390
Linscomb Wealth
Texas
$870K
AA
391
Auxano Advisors
Washington
$870K
PP
392
Prosperity Planning
Missouri
$862K
BCM
393
Brookstone Capital Management
Illinois
$860K
MWP
394
MYCIO Wealth Partners
Pennsylvania
$858K
BRWA
395
B. Riley Wealth Advisors
Florida
$855K
HIP
396
HUB Investment Partners
Texas
$851K
IWM
397
IHT Wealth Management
Illinois
$847K
BWM
398
BCS Wealth Management
Tennessee
$846K
TNB
399
Thomasville National Bank
Georgia
$845K
EW
400
Evoke Wealth
California
$842K