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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
ONB
426
Old National Bancorp
Indiana
$724K
ODIJL
427
One Day In July LLC
Vermont
$719K
AA
428
Alesco Advisors
New York
$711K
VT
429
Vise Technologies
New York
$709K
NAMP
430
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$699K
AF
431
Advisornet Financial
Minnesota
$695K
SCP
432
Stevens Capital Partners
Nebraska
$691K
AT
433
American Trust
Kentucky
$685K
CNBT
434
Canandaigua National Bank & Trust
New York
$682K
SWM
435
Spire Wealth Management
Virginia
$681K
Prudential Financial
436
Prudential Financial
New Jersey
$679K
DWT
437
Dorsey & Whitney Trust
South Dakota
$679K
EWA
438
EverSource Wealth Advisors
Alabama
$676K
CGPCS
439
Capital Group Private Client Services
California
$676K
CCAL
440
City Center Advisors LLC
Michigan
$672K
OP
441
ORG Partners
Indiana
$671K
AUB
442
Atlantic Union Bankshares
Virginia
$660K
VFA
443
Valeo Financial Advisors
Indiana
$655K
CAL
444
Capital Analysts LLC
Pennsylvania
$654K
MTIC
445
Missouri Trust & Investment Company
Missouri
$654K
FTWA
446
Fifth Third Wealth Advisors
Ohio
$652K
SHWM
447
Smith & Howard Wealth Management
Georgia
$651K
BSTWA
448
Blake Schutter Theil Wealth Advisors
Ohio
$651K
RT
449
Rockland Trust
Massachusetts
$647K
RSWM
450
Robertson Stephens Wealth Management
California
$640K