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iShares Russell Mid-Cap Value ETF

971 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 117 funds opening new positions, 332 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
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
BAM
526
Berkshire Asset Management
Pennsylvania
$455K
CBA
527
Coastal Bridge Advisors
Connecticut
$452K
WIC
528
Woodmont Investment Counsel
Tennessee
$452K
GBT
529
Grove Bank & Trust
Florida
$451K
BCM
530
BTC Capital Management
Iowa
$449K
JWA
531
JFS Wealth Advisors
Pennsylvania
$447K
IWA
532
Icon Wealth Advisors
Texas
$447K
CW
533
CreativeOne Wealth
Kansas
$444K
IA
534
Invested Advisors
Pennsylvania
$444K
RIM
535
Rockbridge Investment Management
New York
$441K
RDFA
536
Ritter Daniher Financial Advisory
Ohio
$440K
AOWM
537
Asset One Wealth Management
Washington
$438K
NCM
538
NCM Capital Management
New Jersey
$437K
AHC
539
Anderson Hoagland & Co
Missouri
$437K
FUBT
540
First United Bank & Trust
Maryland
$437K
HW
541
Hancock Whitney
Mississippi
$436K
TC
542
Trilogy Capital
California
$436K
TWM
543
Topsail Wealth Management
North Carolina
$435K
ACM
544
Advisors Capital Management
New Jersey
$434K
AWA
545
American Wealth Advisors
Georgia
$434K
GWP
546
Gateway Wealth Partners
Wisconsin
$431K
AWM
547
Atticus Wealth Management
Florida
$428K
NL
548
NWAM LLC
Washington
$427K
MOS
549
MGO One Seven
Ohio
$426K
GHA
550
Granite Harbor Advisors
Texas
$426K