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iShares Russell Mid-Cap Value ETF

969 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 116 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
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
PLFA
26
Pacific Life Fund Advisors
California
$99.7M
Raymond James Financial
27
Raymond James Financial
Florida
$92M
HWA
28
Heritage Wealth Advisors
Virginia
$76.1M
MCC
29
Money Concepts Capital
Florida
$64.5M
Truist Financial
30
Truist Financial
North Carolina
$62M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$61M
EH
32
Equitable Holdings
New York
$57.7M
AWM
33
AE Wealth Management
Kansas
$53.2M
ANTB
34
AMG National Trust Bank
Colorado
$45M
Mariner
35
Mariner
Kansas
$44.7M
ACA
36
Anchor Capital Advisors
Massachusetts
$44.4M
Lido Advisors
37
Lido Advisors
California
$42.3M
CPIG
38
Chicago Partners Investment Group
Illinois
$39M
SW
39
SVB Wealth
Massachusetts
$37M
CMA
40
Cedar Mountain Advisors
Oregon
$35.8M
TSW
41
Thompson Siegel & Walmsley
Virginia
$33.4M
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$33.4M
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$33.4M
GI
44
GLOBALT Investments
Georgia
$33.2M
LL
45
LPWM LLC
Minnesota
$32.7M
HighTower Advisors
46
HighTower Advisors
Illinois
$30.8M
EARNEST Partners
47
EARNEST Partners
Georgia
$29.2M
WFAG
48
Wescott Financial Advisory Group
Pennsylvania
$29M
KeyBank National Association
49
KeyBank National Association
Ohio
$28.2M
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$28M