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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
NWM
576
Navigation Wealth Management
Colorado
$391K
KCM
577
Kanawha Capital Management
Virginia
$389K
OSAM
578
O'Shaughnessy Asset Management
Connecticut
$388K
GFL
579
Granite FO LLC
New Hampshire
$388K
VA
580
Valmark Advisers
Ohio
$382K
TWML
581
THRYVE WEALTH MANAGEMENT LLC
Texas
$381K
EWM
582
Empirical Wealth Management
Washington
$380K
MFA
583
Millington Financial Advisors
Illinois
$380K
PIA
584
Pinion Investment Advisors
Kansas
$380K
FFC
585
First Financial Corp
Indiana
$377K
MCWS
586
McKinley Carter Wealth Services
West Virginia
$376K
LSWP
587
Liberty Square Wealth Partners
Pennsylvania
$375K
DFG
588
Dynamic Financial Group
Iowa
$375K
LWM
589
LJI Wealth Management
Indiana
$374K
UAG
590
United Advisor Group
Ohio
$373K
NAM
591
NTV Asset Management
West Virginia
$370K
Russell Investments Group
592
Russell Investments Group
United Kingdom
$366K
FWP
593
Fiduciary Wealth Partners
Massachusetts
$365K
MFG
594
Magnus Financial Group
New York
$365K
IA
595
IFG Advisory
Georgia
$365K
APW
596
Acima Private Wealth
Virginia
$365K
IWS
597
Integrity Wealth Solutions
Colorado
$363K
PD
598
Planning Directions
Pennsylvania
$359K
FWTB
599
First Western Trust Bank
Colorado
$359K
BIG
600
Builder Investment Group
Georgia
$358K