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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
DTC
576
Davidson Trust Company
Washington
$396K
CTWM
577
Cherry Tree Wealth Management
Minnesota
$394K
HAS
578
Holland Advisory Services
Florida
$394K
NWM
579
Navigation Wealth Management
Colorado
$391K
KCM
580
Kanawha Capital Management
Virginia
$389K
OSAM
581
O'Shaughnessy Asset Management
Connecticut
$388K
GFL
582
Granite FO LLC
New Hampshire
$388K
VA
583
Valmark Advisers
Ohio
$382K
TWM
584
Thryve Wealth Management
Texas
$381K
EWM
585
Empirical Wealth Management
Washington
$380K
MFA
586
Millington Financial Advisors
Illinois
$380K
PIA
587
Pinion Investment Advisors
Kansas
$380K
FFC
588
First Financial Corp
Indiana
$377K
MCWS
589
McKinley Carter Wealth Services
West Virginia
$376K
LSWP
590
Liberty Square Wealth Partners
Pennsylvania
$375K
DFG
591
Dynamic Financial Group
Iowa
$375K
LWM
592
LJI Wealth Management
Indiana
$374K
UAG
593
United Advisor Group
Ohio
$373K
NAM
594
NTV Asset Management
West Virginia
$370K
Russell Investments Group
595
Russell Investments Group
United Kingdom
$366K
FWP
596
Fiduciary Wealth Partners
Massachusetts
$365K
MFG
597
Magnus Financial Group
New York
$365K
IA
598
IFG Advisory
Georgia
$365K
APW
599
Acima Private Wealth
Virginia
$365K
IWS
600
Integrity Wealth Solutions
Colorado
$363K