iShares Russell Mid-Cap Value ETF
979 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, 335 increasing their positions, 265 reducing their positions, and 56 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
4% more capital invested
Capital invested by funds: $11.1B → $11.5B (+$448M)
0.84% more ownership
Funds ownership: 78.56% → 79.4% (+0.84%)
Holders
979
Holding in Top 10
33
Calls
$945K
Puts
–
Top Buyers
| 1 | +$78.4M | |
| 2 | +$29.1M | |
| 3 | +$23.2M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$20.7M |
Top Sellers
| 1 | -$130M | |
| 2 | -$47.4M | |
| 3 | -$24.3M | |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$23.5M |
| 5 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$23.5M |
