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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
LAS
576
Lloyd Advisory Services
Georgia
$412K
PIFP
577
Partners in Financial Planning
Virginia
$411K
BA
578
Bridgewater Advisors
New York
$408K
CWP
579
Cyndeo Wealth Partners
Florida
$407K
DM
580
Diversified Management
Wisconsin
$406K
DI
581
DAGCO Inc
Ohio
$404K
SCA
582
Snowden Capital Advisors
New York
$401K
FB
583
Fulton Bank
Pennsylvania
$400K
DTC
584
Davidson Trust Company
Washington
$396K
CTWM
585
Cherry Tree Wealth Management
Minnesota
$394K
HAS
586
Holland Advisory Services
Florida
$394K
NWM
587
Navigation Wealth Management
Colorado
$391K
KCM
588
Kanawha Capital Management
Virginia
$389K
OSAM
589
O'Shaughnessy Asset Management
Connecticut
$388K
GFL
590
Granite FO LLC
New Hampshire
$388K
VA
591
Valmark Advisers
Ohio
$382K
TWM
592
Thryve Wealth Management
Texas
$381K
EWM
593
Empirical Wealth Management
Washington
$380K
MFA
594
Millington Financial Advisors
Illinois
$380K
PIA
595
Pinion Investment Advisors
Kansas
$380K
FFC
596
First Financial Corp
Indiana
$377K
MCWS
597
McKinley Carter Wealth Services
West Virginia
$376K
LSWP
598
Liberty Square Wealth Partners
Pennsylvania
$375K
DFG
599
Dynamic Financial Group
Iowa
$375K
LWM
600
LJI Wealth Management
Indiana
$374K