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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
ODIJL
426
One Day In July LLC
Vermont
$719K
AA
427
Alesco Advisors
New York
$711K
VT
428
Vise Technologies
New York
$709K
NAMP
429
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$699K
AF
430
Advisornet Financial
Minnesota
$695K
SCP
431
Stevens Capital Partners
Nebraska
$691K
AT
432
American Trust
Kentucky
$685K
CNBT
433
Canandaigua National Bank & Trust
New York
$682K
SWM
434
Spire Wealth Management
Virginia
$681K
Prudential Financial
435
Prudential Financial
New Jersey
$679K
DWT
436
Dorsey & Whitney Trust
South Dakota
$679K
EWA
437
EverSource Wealth Advisors
Alabama
$676K
CGPCS
438
Capital Group Private Client Services
California
$676K
CCAL
439
City Center Advisors LLC
Michigan
$672K
OP
440
ORG Partners
Indiana
$671K
AUB
441
Atlantic Union Bankshares
Virginia
$660K
VFA
442
Valeo Financial Advisors
Indiana
$655K
CAL
443
Capital Analysts LLC
Pennsylvania
$654K
MTIC
444
Missouri Trust & Investment Company
Missouri
$654K
FTWA
445
Fifth Third Wealth Advisors
Ohio
$652K
SHWM
446
Smith & Howard Wealth Management
Georgia
$651K
BSTWA
447
Blake Schutter Theil Wealth Advisors
Ohio
$651K
RT
448
Rockland Trust
Massachusetts
$647K
RSWM
449
Robertson Stephens Wealth Management
California
$640K
CTC
450
Central Trust Company
Missouri
$634K