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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
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
Corient Private Wealth
40
Corient Private Wealth
Florida
$36.5M
CMA
41
Cedar Mountain Advisors
Oregon
$35.8M
TSW
42
Thompson Siegel & Walmsley
Virginia
$33.4M
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$33.4M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$33.4M
GI
45
GLOBALT Investments
Georgia
$33.2M
LL
46
LPWM LLC
Minnesota
$32.7M
HighTower Advisors
47
HighTower Advisors
Illinois
$30.8M
EARNEST Partners
48
EARNEST Partners
Georgia
$29.2M
WFAG
49
Wescott Financial Advisory Group
Pennsylvania
$29M
KeyBank National Association
50
KeyBank National Association
Ohio
$28.2M