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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
MMA
526
Miracle Mile Advisors
California
$480K
BPC
527
Bearing Point Capital
Minnesota
$478K
Chevy Chase Trust
528
Chevy Chase Trust
Maryland
$476K
PP
529
Paladin Partners
Wisconsin
$474K
DW30
530
Drucker Wealth 3.0
New Jersey
$473K
SFGM
531
Stonebridge Financial Group (Missouri)
Missouri
$469K
PWM
532
Perigon Wealth Management
California
$461K
CFG
533
Cooper Financial Group
California
$459K
AL
534
Aspiriant LLC
California
$459K
LWM
535
LongView Wealth Management
Georgia
$457K
AIM
536
Allen Investment Management
New York
$456K
BAM
537
Berkshire Asset Management
Pennsylvania
$455K
CBA
538
Coastal Bridge Advisors
Connecticut
$452K
WIC
539
Woodmont Investment Counsel
Tennessee
$452K
GBT
540
Grove Bank & Trust
Florida
$451K
BCM
541
BTC Capital Management
Iowa
$449K
JWA
542
JFS Wealth Advisors
Pennsylvania
$447K
IWA
543
Icon Wealth Advisors
Texas
$447K
CW
544
CreativeOne Wealth
Kansas
$444K
IA
545
Invested Advisors
Pennsylvania
$444K
RIM
546
Rockbridge Investment Management
New York
$441K
RDFA
547
Ritter Daniher Financial Advisory
Ohio
$440K
AOWM
548
Asset One Wealth Management
Washington
$438K
NCM
549
NCM Capital Management
New Jersey
$437K
AHC
550
Anderson Hoagland & Co
Missouri
$437K