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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
PWM
526
Perigon Wealth Management
California
$461K
CFG
527
Cooper Financial Group
California
$459K
AL
528
Aspiriant LLC
California
$459K
LWM
529
LongView Wealth Management
Georgia
$457K
AIM
530
Allen Investment Management
New York
$456K
BAM
531
Berkshire Asset Management
Pennsylvania
$455K
CBA
532
Coastal Bridge Advisors
Connecticut
$452K
WIC
533
Woodmont Investment Counsel
Tennessee
$452K
GBT
534
Grove Bank & Trust
Florida
$451K
BCM
535
BTC Capital Management
Iowa
$449K
JWA
536
JFS Wealth Advisors
Pennsylvania
$447K
IWA
537
Icon Wealth Advisors
Texas
$447K
CW
538
CreativeOne Wealth
Kansas
$444K
IA
539
Invested Advisors
Pennsylvania
$444K
RIM
540
Rockbridge Investment Management
New York
$441K
RDFA
541
Ritter Daniher Financial Advisory
Ohio
$440K
AOWM
542
Asset One Wealth Management
Washington
$438K
NCM
543
NCM Capital Management
New Jersey
$437K
AHC
544
Anderson Hoagland & Co
Missouri
$437K
FUBT
545
First United Bank & Trust
Maryland
$437K
HW
546
Hancock Whitney
Mississippi
$436K
TC
547
Trilogy Capital
California
$436K
TWM
548
Topsail Wealth Management
North Carolina
$435K
ACM
549
Advisors Capital Management
New Jersey
$434K
AWA
550
American Wealth Advisors
Georgia
$434K