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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
CTC
451
Central Trust Company
Missouri
$634K
EFS
452
Essex Financial Services
Connecticut
$630K
PIA
453
Perennial Investment Advisors
California
$630K
PFM
454
Phillips Financial Management
Indiana
$627K
MFIM
455
Mesirow Financial Investment Management
Illinois
$620K
RTL
456
Red Tortoise LLC
Georgia
$612K
PC
457
Port Capital
Illinois
$610K
BFA
458
Bragg Financial Advisors
North Carolina
$608K
B
459
Bensler
Washington
$608K
WT
460
Washington Trust
Rhode Island
$605K
CFG
461
Cornerstone Financial Group
Nebraska
$604K
MCM
462
Manchester Capital Management
Vermont
$603K
PA
463
PFG Advisors
Arizona
$603K
E3F
464
Eight 31 Financial
Texas
$601K
GWA
465
Geometric Wealth Advisors
District of Columbia
$596K
PB
466
Pinnacle Bancorp
Nebraska
$592K
BB
467
Busey Bank
Illinois
$590K
DRP
468
Decker Retirement Planning
Utah
$590K
PCIA
469
Prime Capital Investment Advisors
Kansas
$588K
FMN
470
Financial Management Network
California
$588K
PPC
471
Park Place Capital
Alabama
$581K
CA
472
Centennial Advisors
Texas
$581K
PWP
473
Principle Wealth Partners
Connecticut
$580K
AAS
474
Annex Advisory Services
Wisconsin
$579K
SIA
475
Stegner Investment Associates
Kentucky
$579K