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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
EFS
451
Essex Financial Services
Connecticut
$630K
PIA
452
Perennial Investment Advisors
California
$630K
PFM
453
Phillips Financial Management
Indiana
$627K
MFIM
454
Mesirow Financial Investment Management
Illinois
$620K
RTL
455
Red Tortoise LLC
Georgia
$612K
PC
456
Port Capital
Illinois
$610K
BFA
457
Bragg Financial Advisors
North Carolina
$608K
B
458
Bensler
Washington
$608K
WT
459
Washington Trust
Rhode Island
$605K
CFG
460
Cornerstone Financial Group
Nebraska
$604K
MCM
461
Manchester Capital Management
Vermont
$603K
PA
462
PFG Advisors
Arizona
$603K
E3F
463
Eight 31 Financial
Texas
$601K
GWA
464
Geometric Wealth Advisors
District of Columbia
$596K
PB
465
Pinnacle Bancorp
Nebraska
$592K
BB
466
Busey Bank
Illinois
$590K
DRP
467
Decker Retirement Planning
Utah
$590K
PCIA
468
Prime Capital Investment Advisors
Kansas
$588K
FMN
469
Financial Management Network
California
$588K
PPC
470
Park Place Capital
Alabama
$581K
CA
471
Centennial Advisors
Texas
$581K
PWP
472
Principle Wealth Partners
Connecticut
$580K
AAS
473
Annex Advisory Services
Wisconsin
$579K
SIA
474
Stegner Investment Associates
Kentucky
$579K
DT
475
Diversified Trust
Tennessee
$578K