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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
CIA
426
Concurrent Investment Advisors
Florida
$754K
RW
427
Regimen Wealth
Georgia
$752K
KWA
428
Kingswood Wealth Advisors
California
$738K
SAW
429
Signal Advisors Wealth
Michigan
$734K
WWM
430
Western Wealth Management
Colorado
$725K
ONB
431
Old National Bancorp
Indiana
$724K
ODIJL
432
One Day In July LLC
Vermont
$719K
AA
433
Alesco Advisors
New York
$711K
VT
434
Vise Technologies
New York
$709K
NAMP
435
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$699K
AF
436
Advisornet Financial
Minnesota
$695K
SCP
437
Stevens Capital Partners
Nebraska
$691K
AT
438
American Trust
Kentucky
$685K
CNBT
439
Canandaigua National Bank & Trust
New York
$682K
SWM
440
Spire Wealth Management
Virginia
$681K
Prudential Financial
441
Prudential Financial
New Jersey
$679K
DWT
442
Dorsey & Whitney Trust
South Dakota
$679K
EWA
443
EverSource Wealth Advisors
Alabama
$676K
CGPCS
444
Capital Group Private Client Services
California
$676K
CCAL
445
City Center Advisors LLC
Michigan
$672K
OP
446
ORG Partners
Indiana
$671K
AUB
447
Atlantic Union Bankshares
Virginia
$660K
CAL
448
Capital Analysts LLC
Pennsylvania
$657K
VFA
449
Valeo Financial Advisors
Indiana
$655K
MTIC
450
Missouri Trust & Investment Company
Missouri
$654K