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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
WAL
601
W Advisors LLC
Tennessee
$357K
VDI
602
Vaughan David Investments
Illinois
$357K
AA
603
Ancora Advisors
Ohio
$357K
CCM
604
Cohen Capital Management
California
$357K
CFP
605
Cascade Financial Partners
California
$356K
JIC
606
Joel Isaacson & Co
New York
$354K
CWM
607
Collaborative Wealth Management
Florida
$354K
LTAS
608
Linden Thomas Advisory Services
North Carolina
$354K
MC
609
Mathes Company
New York
$353K
CNBOF
610
City National Bank of Florida
Florida
$353K
SWA
611
Stratos Wealth Advisors
Ohio
$352K
BI
612
Ballast Inc
Kentucky
$351K
GJIA
613
Glass Jacobson Investment Advisors
Maryland
$347K
SA
614
Sovran Advisors
California
$347K
LWPC
615
Legacy Wealth Partners (Colorado)
Colorado
$346K
XPN
616
XY Planning Network
Montana
$344K
FA
617
Flagstar Advisors
New York
$343K
VFPW
618
Vantage Financial Partners (Wisconsin)
Wisconsin
$342K
SWA
619
Strategies Wealth Advisors
Michigan
$341K
PIMG
620
Patriot Investment Management Group
Tennessee
$341K
TF
621
Theory Financial
Colorado
$340K
FVWA
622
Foster Victor Wealth Advisors
South Carolina
$338K
BCM
623
Becker Capital Management
Oregon
$338K
EWM
624
Elevation Wealth Management
Minnesota
$337K
SCTC
625
Sanibel Captiva Trust Company
Florida
$337K