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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
CCC
676
Compass Capital Corp
Massachusetts
$278K
SW
677
SkyOak Wealth
Michigan
$278K
B
678
Bayban
Minnesota
$277K
FHB
679
First Hawaiian Bank
Hawaii
$277K
EPM
680
Elm Partners Management
Pennsylvania
$275K
DWA
681
Douglass Winthrop Advisors
New York
$274K
LFAS
682
Level Four Advisory Services
Texas
$274K
SFG
683
Snider Financial Group
Washington
$271K
MA
684
MONECO Advisors
Connecticut
$270K
PFM
685
Peak Financial Management
Massachusetts
$268K
NA
686
Networth Advisors
Pennsylvania
$266K
VCA
687
Verdence Capital Advisors
Maryland
$266K
MC
688
Moors & Cabot
Massachusetts
$264K
IIL
689
Insight Inv LLC
California
$263K
RWA
690
River Wealth Advisors
Pennsylvania
$262K
FM
691
Foster & Motley
Ohio
$262K
DWP
692
Daymark Wealth Partners
Ohio
$262K
GGS
693
Galvin Gaustad & Stein
Arizona
$261K
RC
694
Rahlfs Capital
Texas
$261K
SMA
695
Sage Mountain Advisors
Georgia
$260K
PMFA
696
Plante Moran Financial Advisors
Michigan
$260K
MWP
697
Madison Wealth Partners
Wisconsin
$259K
MBT
698
Montecito Bank & Trust
California
$255K
Empower Advisory Group
699
Empower Advisory Group
Colorado
$255K
SWP
700
Sagespring Wealth Partners
Tennessee
$255K