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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
AL
526
Aspiriant LLC
California
$459K
LWM
527
LongView Wealth Management
Georgia
$457K
AIM
528
Allen Investment Management
New York
$456K
BAM
529
Berkshire Asset Management
Pennsylvania
$455K
CBA
530
Coastal Bridge Advisors
Connecticut
$452K
WIC
531
Woodmont Investment Counsel
Tennessee
$452K
GBT
532
Grove Bank & Trust
Florida
$451K
BCM
533
BTC Capital Management
Iowa
$449K
JWA
534
JFS Wealth Advisors
Pennsylvania
$447K
IWA
535
Icon Wealth Advisors
Texas
$447K
CW
536
CreativeOne Wealth
Kansas
$444K
IA
537
Invested Advisors
Pennsylvania
$444K
RIM
538
Rockbridge Investment Management
New York
$441K
RDFA
539
Ritter Daniher Financial Advisory
Ohio
$440K
AOWM
540
Asset One Wealth Management
Washington
$438K
NCM
541
NCM Capital Management
New Jersey
$437K
AHC
542
Anderson Hoagland & Co
Missouri
$437K
FUBT
543
First United Bank & Trust
Maryland
$437K
HW
544
Hancock Whitney
Mississippi
$436K
TC
545
Trilogy Capital
California
$436K
TWM
546
Topsail Wealth Management
North Carolina
$435K
ACM
547
Advisors Capital Management
New Jersey
$434K
AWA
548
American Wealth Advisors
Georgia
$434K
GWP
549
Gateway Wealth Partners
Wisconsin
$431K
AWM
550
Atticus Wealth Management
Florida
$428K