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iShares Russell Mid-Cap Value ETF

971 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 117 funds opening new positions, 332 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
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
DWA
676
Douglass Winthrop Advisors
New York
$274K
LFAS
677
Level Four Advisory Services
Texas
$274K
SFG
678
Snider Financial Group
Washington
$271K
MA
679
MONECO Advisors
Connecticut
$270K
PFM
680
Peak Financial Management
Massachusetts
$268K
NA
681
Networth Advisors
Pennsylvania
$266K
VCA
682
Verdence Capital Advisors
Maryland
$266K
MC
683
Moors & Cabot
Massachusetts
$264K
IIL
684
Insight Inv LLC
California
$263K
RWA
685
River Wealth Advisors
Pennsylvania
$262K
FM
686
Foster & Motley
Ohio
$262K
DWP
687
Daymark Wealth Partners
Ohio
$262K
GGS
688
Galvin Gaustad & Stein
Arizona
$261K
RC
689
Rahlfs Capital
Texas
$261K
SMA
690
Sage Mountain Advisors
Georgia
$260K
PMFA
691
Plante Moran Financial Advisors
Michigan
$260K
MWP
692
Madison Wealth Partners
Wisconsin
$259K
MBT
693
Montecito Bank & Trust
California
$255K
Empower Advisory Group
694
Empower Advisory Group
Colorado
$255K
SWP
695
Sagespring Wealth Partners
Tennessee
$255K
SFG
696
SNS Financial Group
Minnesota
$255K
GIA
697
GHP Investment Advisors
Colorado
$253K
JAA
698
Joel Adams & Associates
North Carolina
$253K
AFC
699
AFT Forsyth & Company
Florida
$252K
SC
700
SouthState Corp
Florida
$251K