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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
SCA
576
Snowden Capital Advisors
New York
$401K
FB
577
Fulton Bank
Pennsylvania
$400K
DTC
578
Davidson Trust Company
Washington
$396K
CTWM
579
Cherry Tree Wealth Management
Minnesota
$394K
HAS
580
Holland Advisory Services
Florida
$394K
NWM
581
Navigation Wealth Management
Colorado
$391K
KCM
582
Kanawha Capital Management
Virginia
$389K
OSAM
583
O'Shaughnessy Asset Management
Connecticut
$388K
GFL
584
Granite FO LLC
New Hampshire
$388K
VA
585
Valmark Advisers
Ohio
$382K
TWM
586
Thryve Wealth Management
Texas
$381K
EWM
587
Empirical Wealth Management
Washington
$380K
MFA
588
Millington Financial Advisors
Illinois
$380K
PIA
589
Pinion Investment Advisors
Kansas
$380K
FFC
590
First Financial Corp
Indiana
$377K
MCWS
591
McKinley Carter Wealth Services
West Virginia
$376K
LSWP
592
Liberty Square Wealth Partners
Pennsylvania
$375K
DFG
593
Dynamic Financial Group
Iowa
$375K
LWM
594
LJI Wealth Management
Indiana
$374K
UAG
595
United Advisor Group
Ohio
$373K
NAM
596
NTV Asset Management
West Virginia
$370K
Russell Investments Group
597
Russell Investments Group
United Kingdom
$366K
FWP
598
Fiduciary Wealth Partners
Massachusetts
$365K
MFG
599
Magnus Financial Group
New York
$365K
IA
600
IFG Advisory
Georgia
$365K