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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
Holders
979
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
SWP
701
Sagespring Wealth Partners
Tennessee
$255K
SFG
702
SNS Financial Group
Minnesota
$255K
GIA
703
GHP Investment Advisors
Colorado
$253K
JAA
704
Joel Adams & Associates
North Carolina
$253K
AFC
705
AFT Forsyth & Company
Florida
$252K
SC
706
SouthState Corp
Florida
$251K
VNIM
707
Vaughan Nelson Investment Management
Texas
$251K
LIM
708
Lathrop Investment Management
Arkansas
$251K
EIA
709
Edgemoor Investment Advisors
Maryland
$250K
TF
710
TME Financial
California
$249K
GCM
711
Gallacher Capital Management
Colorado
$248K
LC
712
Lawood & Co
Pennsylvania
$247K
MWA
713
Monograph Wealth Advisors
California
$246K
FWMP
714
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$246K
HIG
715
Heritage Investment Group
Florida
$245K
FIM
716
Freedom Investment Management
Connecticut
$244K
CWM
717
Calamos Wealth Management
Illinois
$243K
SIC
718
Sigma Investment Counselors
Michigan
$243K
GWM
719
Gilpin Wealth Management
Colorado
$240K
GC
720
Grimes & Company
Massachusetts
$239K
WMA
721
West Michigan Advisors
Michigan
$237K
LA
722
Legacy Advisors
Pennsylvania
$237K
IAIM
723
International Assets Investment Management
Florida
$236K
BW
724
BostonPremier Wealth
Massachusetts
$235K
UIM
725
Unified Investment Management
Georgia
$235K