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iShares Russell Mid-Cap Value ETF

967 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 116 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
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
OSAM
576
O'Shaughnessy Asset Management
Connecticut
$388K
GFL
577
Granite FO LLC
New Hampshire
$388K
VA
578
Valmark Advisers
Ohio
$382K
TWML
579
THRYVE WEALTH MANAGEMENT LLC
Texas
$381K
EWM
580
Empirical Wealth Management
Washington
$380K
MFA
581
Millington Financial Advisors
Illinois
$380K
PIA
582
Pinion Investment Advisors
Kansas
$380K
FFC
583
First Financial Corp
Indiana
$377K
MCWS
584
McKinley Carter Wealth Services
West Virginia
$376K
LSWP
585
Liberty Square Wealth Partners
Pennsylvania
$375K
DFG
586
Dynamic Financial Group
Iowa
$375K
LWM
587
LJI Wealth Management
Indiana
$374K
UAG
588
United Advisor Group
Ohio
$373K
NAM
589
NTV Asset Management
West Virginia
$370K
Russell Investments Group
590
Russell Investments Group
United Kingdom
$366K
FWP
591
Fiduciary Wealth Partners
Massachusetts
$365K
MFG
592
Magnus Financial Group
New York
$365K
IA
593
IFG Advisory
Georgia
$365K
APW
594
Acima Private Wealth
Virginia
$365K
IWS
595
Integrity Wealth Solutions
Colorado
$363K
PD
596
Planning Directions
Pennsylvania
$359K
FWTB
597
First Western Trust Bank
Colorado
$359K
BIG
598
Builder Investment Group
Georgia
$358K
WAL
599
W Advisors LLC
Tennessee
$357K
VDI
600
Vaughan David Investments
Illinois
$357K