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iShares Russell Mid-Cap Value ETF

967 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 116 funds opening new positions, 331 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
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
SFG
676
Snider Financial Group
Washington
$271K
MA
677
MONECO Advisors
Connecticut
$270K
PFM
678
Peak Financial Management
Massachusetts
$268K
NA
679
Networth Advisors
Pennsylvania
$266K
VCA
680
Verdence Capital Advisors
Maryland
$266K
MC
681
Moors & Cabot
Massachusetts
$264K
IIL
682
Insight Inv LLC
California
$263K
RWA
683
River Wealth Advisors
Pennsylvania
$262K
FM
684
Foster & Motley
Ohio
$262K
DWP
685
Daymark Wealth Partners
Ohio
$262K
GGS
686
Galvin Gaustad & Stein
Arizona
$261K
RC
687
Rahlfs Capital
Texas
$261K
SMA
688
Sage Mountain Advisors
Georgia
$260K
PMFA
689
Plante Moran Financial Advisors
Michigan
$260K
MWP
690
Madison Wealth Partners
Wisconsin
$259K
MBT
691
Montecito Bank & Trust
California
$255K
Empower Advisory Group
692
Empower Advisory Group
Colorado
$255K
SWP
693
Sagespring Wealth Partners
Tennessee
$255K
SFG
694
SNS Financial Group
Minnesota
$255K
GIA
695
GHP Investment Advisors
Colorado
$253K
JAA
696
Joel Adams & Associates
North Carolina
$253K
AFC
697
AFT Forsyth & Company
Florida
$252K
SC
698
SouthState Corp
Florida
$251K
VNIM
699
Vaughan Nelson Investment Management
Texas
$251K
LIM
700
Lathrop Investment Management
Arkansas
$251K