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