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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
WHG
626
Westwood Holdings Group
Texas
$334K
CG
627
Caprock Group
Idaho
$329K
QCM
628
QRG Capital Management
Illinois
$328K
KL
629
KilterHowling LLC
Colorado
$326K
NB
630
NBT Bank
New York
$326K
PP
631
Postrock Partners
Oregon
$325K
MIC
632
Means Investment Company
Maine
$325K
Qube Research & Technologies (QRT)
633
Qube Research & Technologies (QRT)
United Kingdom
$323K
CCMG
634
Clark Capital Management Group
Pennsylvania
$322K
RBFC
635
Roman Butler Fullerton & Co
Missouri
$322K
PCA
636
Providence Capital Advisors
North Carolina
$322K
CFG
637
Citizens Financial Group
Rhode Island
$322K
BWM
638
BCGM Wealth Management
Indiana
$322K
RFN
639
RDA Financial Network
Iowa
$319K
NCM
640
Next Capital Management
New York
$317K
OIA
641
OneDigital Investment Advisors
Kansas
$312K
EGWAG
642
Elwood & Goetz Wealth Advisory Group
Georgia
$309K
AA
643
Aire Advisors
California
$309K
ATC
644
Argent Trust Co
Tennessee
$308K
FT
645
Fiduciary Trust
Massachusetts
$307K
ESB
646
Essex Savings Bank
Connecticut
$306K
LIA
647
LifePlan Investment Advisors
North Carolina
$306K
DAS
648
Dynamic Advisor Solutions
Arizona
$306K
LKWM
649
Lee-Kelleher Wealth Management
Maryland
$301K
KFAS
650
Keating Financial Advisory Services
Kansas
$301K