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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
AF
426
Advisornet Financial
Minnesota
$695K
SCP
427
Stevens Capital Partners
Nebraska
$691K
AT
428
American Trust
Kentucky
$685K
CNBT
429
Canandaigua National Bank & Trust
New York
$682K
SWM
430
Spire Wealth Management
Virginia
$681K
Prudential Financial
431
Prudential Financial
New Jersey
$679K
DWT
432
Dorsey & Whitney Trust
South Dakota
$679K
EWA
433
EverSource Wealth Advisors
Alabama
$676K
CGPCS
434
Capital Group Private Client Services
California
$676K
CCAL
435
City Center Advisors LLC
Michigan
$672K
OP
436
ORG Partners
Indiana
$671K
AUB
437
Atlantic Union Bankshares
Virginia
$660K
VFA
438
Valeo Financial Advisors
Indiana
$655K
CAL
439
Capital Analysts LLC
Pennsylvania
$654K
MTIC
440
Missouri Trust & Investment Company
Missouri
$654K
FTWA
441
Fifth Third Wealth Advisors
Ohio
$652K
SHWM
442
Smith & Howard Wealth Management
Georgia
$651K
BSTWA
443
Blake Schutter Theil Wealth Advisors
Ohio
$651K
RT
444
Rockland Trust
Massachusetts
$647K
RSWM
445
Robertson Stephens Wealth Management
California
$640K
CTC
446
Central Trust Company
Missouri
$634K
EFS
447
Essex Financial Services
Connecticut
$630K
PIA
448
Perennial Investment Advisors
California
$630K
PFM
449
Phillips Financial Management
Indiana
$627K
MFIM
450
Mesirow Financial Investment Management
Illinois
$620K