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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
BWM
651
BCGM Wealth Management
Indiana
$322K
RFN
652
RDA Financial Network
Iowa
$319K
NCM
653
Next Capital Management
New York
$317K
OIA
654
OneDigital Investment Advisors
Kansas
$312K
EGWAG
655
Elwood & Goetz Wealth Advisory Group
Georgia
$309K
AA
656
Aire Advisors
California
$309K
ATC
657
Argent Trust Co
Tennessee
$308K
FT
658
Fiduciary Trust
Massachusetts
$307K
ESB
659
Essex Savings Bank
Connecticut
$306K
LIA
660
LifePlan Investment Advisors
North Carolina
$306K
DAS
661
Dynamic Advisor Solutions
Arizona
$306K
LKWM
662
Lee-Kelleher Wealth Management
Maryland
$301K
KFAS
663
Keating Financial Advisory Services
Kansas
$301K
EB
664
Eastern Bank
Massachusetts
$299K
BTI
665
Blue Trust Inc
Georgia
$299K
CAG
666
Crestwood Advisors Group
Massachusetts
$297K
WS
667
Wilian Securities
Minnesota
$297K
RIA
668
Regal Investment Advisors
Michigan
$295K
CIA
669
Cape Investment Advisory
Georgia
$294K
LFS
670
Legacy Financial Strategies
Kansas
$292K
RA
671
Ruggaard & Associates
Ohio
$290K
MWM
672
Modern Wealth Management
Kansas
$288K
AFG
673
Atomi Financial Group
New York
$287K
RWMH
674
Riverpoint Wealth Management Holdings
Illinois
$287K
SDJVC
675
St. Denis J. Villere & Co
Louisiana
$287K