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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
UAG
601
United Advisor Group
Ohio
$373K
NAM
602
NTV Asset Management
West Virginia
$370K
Russell Investments Group
603
Russell Investments Group
United Kingdom
$366K
FWP
604
Fiduciary Wealth Partners
Massachusetts
$365K
MFG
605
Magnus Financial Group
New York
$365K
IA
606
IFG Advisory
Georgia
$365K
APW
607
Acima Private Wealth
Virginia
$365K
IWS
608
Integrity Wealth Solutions
Colorado
$363K
PD
609
Planning Directions
Pennsylvania
$359K
FWTB
610
First Western Trust Bank
Colorado
$359K
BIG
611
Builder Investment Group
Georgia
$358K
WAL
612
W Advisors LLC
Tennessee
$357K
VDI
613
Vaughan David Investments
Illinois
$357K
AA
614
Ancora Advisors
Ohio
$357K
CCM
615
Cohen Capital Management
California
$357K
CFP
616
Cascade Financial Partners
California
$356K
JIC
617
Joel Isaacson & Co
New York
$354K
CWM
618
Collaborative Wealth Management
Florida
$354K
LTAS
619
Linden Thomas Advisory Services
North Carolina
$354K
MC
620
Mathes Company
New York
$353K
CNBOF
621
City National Bank of Florida
Florida
$353K
SWA
622
Stratos Wealth Advisors
Ohio
$352K
BI
623
Ballast Inc
Kentucky
$351K
GJIA
624
Glass Jacobson Investment Advisors
Maryland
$347K
SA
625
Sovran Advisors
California
$347K