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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
ESB
651
Essex Savings Bank
Connecticut
$306K
LIA
652
LifePlan Investment Advisors
North Carolina
$306K
DAS
653
Dynamic Advisor Solutions
Arizona
$306K
LKWM
654
Lee-Kelleher Wealth Management
Maryland
$301K
KFAS
655
Keating Financial Advisory Services
Kansas
$301K
EB
656
Eastern Bank
Massachusetts
$299K
BTI
657
Blue Trust Inc
Georgia
$299K
CAG
658
Crestwood Advisors Group
Massachusetts
$297K
WS
659
Wilian Securities
Minnesota
$297K
RIA
660
Regal Investment Advisors
Michigan
$295K
CIA
661
Cape Investment Advisory
Georgia
$294K
LFS
662
Legacy Financial Strategies
Kansas
$292K
RA
663
Ruggaard & Associates
Ohio
$290K
MWM
664
Modern Wealth Management
Kansas
$288K
AFG
665
Atomi Financial Group
New York
$287K
RWMH
666
Riverpoint Wealth Management Holdings
Illinois
$287K
SDJVC
667
St. Denis J. Villere & Co
Louisiana
$287K
MCA
668
Maryland Capital Advisors
Maryland
$286K
HCM
669
Howard Capital Management
Georgia
$286K
A
670
Argentarii
Ohio
$285K
USB
671
Union Savings Bank
Connecticut
$281K
MWM
672
Moran Wealth Management
Florida
$279K
KFI
673
Key Financial Inc
Pennsylvania
$278K
NAS
674
Nicolet Advisory Services
Wisconsin
$278K
PCA
675
Prosperity Capital Advisors
Ohio
$278K