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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
AA
601
Ancora Advisors
Ohio
$357K
CCM
602
Cohen Capital Management
California
$357K
CFP
603
Cascade Financial Partners
California
$356K
JIC
604
Joel Isaacson & Co
New York
$354K
CWM
605
Collaborative Wealth Management
Florida
$354K
LTAS
606
Linden Thomas Advisory Services
North Carolina
$354K
MC
607
Mathes Company
New York
$353K
CNBOF
608
City National Bank of Florida
Florida
$353K
SWA
609
Stratos Wealth Advisors
Ohio
$352K
BI
610
Ballast Inc
Kentucky
$351K
GJIA
611
Glass Jacobson Investment Advisors
Maryland
$347K
SA
612
Sovran Advisors
California
$347K
LWPC
613
Legacy Wealth Partners (Colorado)
Colorado
$346K
XPN
614
XY Planning Network
Montana
$344K
FA
615
Flagstar Advisors
New York
$343K
VFPW
616
Vantage Financial Partners (Wisconsin)
Wisconsin
$342K
SWA
617
Strategies Wealth Advisors
Michigan
$341K
PIMG
618
Patriot Investment Management Group
Tennessee
$341K
TF
619
Theory Financial
Colorado
$340K
FVWA
620
Foster Victor Wealth Advisors
South Carolina
$338K
BCM
621
Becker Capital Management
Oregon
$338K
EWM
622
Elevation Wealth Management
Minnesota
$337K
SCTC
623
Sanibel Captiva Trust Company
Florida
$337K
FLI
624
Family Legacy Inc
South Carolina
$336K
LWCFA
625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$335K