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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
EIA
701
Edgemoor Investment Advisors
Maryland
$250K
TF
702
TME Financial
California
$249K
GCM
703
Gallacher Capital Management
Colorado
$248K
LC
704
Lawood & Co
Pennsylvania
$247K
MWA
705
Monograph Wealth Advisors
California
$246K
FWMP
706
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$246K
HIG
707
Heritage Investment Group
Florida
$245K
FIM
708
Freedom Investment Management
Connecticut
$244K
CWM
709
Calamos Wealth Management
Illinois
$243K
SIC
710
Sigma Investment Counselors
Michigan
$243K
GWM
711
Gilpin Wealth Management
Colorado
$240K
GC
712
Grimes & Company
Massachusetts
$239K
WMA
713
West Michigan Advisors
Michigan
$237K
LA
714
Legacy Advisors
Pennsylvania
$237K
IAIM
715
International Assets Investment Management
Florida
$236K
BW
716
BostonPremier Wealth
Massachusetts
$235K
UIM
717
Unified Investment Management
Georgia
$235K
SFC
718
SYM Financial Corp
Indiana
$235K
CTA
719
Chesley Taft & Associates
Illinois
$234K
FWMM
720
Foundation Wealth Management (Missouri)
Missouri
$234K
EWS
721
Evergreen Wealth Solutions
Pennsylvania
$233K
VWM
722
Vigil Wealth Management
Florida
$233K
GWS
723
Glassman Wealth Services
Virginia
$232K
IAG
724
Investmark Advisory Group
Connecticut
$231K
FA
725
FDx Advisors
Illinois
$231K