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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
BCM
626
Becker Capital Management
Oregon
$338K
EWM
627
Elevation Wealth Management
Minnesota
$337K
SCTC
628
Sanibel Captiva Trust Company
Florida
$337K
FLI
629
Family Legacy Inc
South Carolina
$336K
LWCFA
630
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$335K
WHG
631
Westwood Holdings Group
Texas
$334K
CG
632
Caprock Group
Idaho
$329K
QCM
633
QRG Capital Management
Illinois
$328K
KL
634
KilterHowling LLC
Colorado
$326K
NB
635
NBT Bank
New York
$326K
PP
636
Postrock Partners
Oregon
$325K
MIC
637
Means Investment Company
Maine
$325K
Qube Research & Technologies (QRT)
638
Qube Research & Technologies (QRT)
United Kingdom
$323K
CCMG
639
Clark Capital Management Group
Pennsylvania
$322K
RBFC
640
Roman Butler Fullerton & Co
Missouri
$322K
PCA
641
Providence Capital Advisors
North Carolina
$322K
CFG
642
Citizens Financial Group
Rhode Island
$322K
BWM
643
BCGM Wealth Management
Indiana
$322K
RFN
644
RDA Financial Network
Iowa
$319K
NCM
645
Next Capital Management
New York
$317K
OIA
646
OneDigital Investment Advisors
Kansas
$312K
EGWAG
647
Elwood & Goetz Wealth Advisory Group
Georgia
$309K
AA
648
Aire Advisors
California
$309K
ATC
649
Argent Trust Co
Tennessee
$308K
FT
650
Fiduciary Trust
Massachusetts
$307K