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iShares Russell Mid-Cap Value ETF

969 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, 332 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
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
MGIA
51
Moneta Group Investment Advisors
Missouri
$25.1M
RA
52
Rodgers & Associates
Pennsylvania
$24.6M
BPWM
53
Badgley Phelps Wealth Managers
Washington
$24.3M
Baird Financial Group
54
Baird Financial Group
Wisconsin
$23.7M
PWM
55
Parkway Wealth Management
Texas
$23.6M
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$23.1M
Osaic Holdings
57
Osaic Holdings
Arizona
$22.8M
KAS
58
Kestra Advisory Services
Texas
$22.4M
M&T Bank
59
M&T Bank
New York
$22.4M
FCAM
60
First Citizens Asset Management
North Carolina
$22M
AMG
61
Asset Management Group
Connecticut
$21.5M
PFPG
62
Pinnacle Financial Partners (Georgia)
Georgia
$20.4M
RFA
63
RTD Financial Advisors
Pennsylvania
$20.4M
Natixis Advisors
64
Natixis Advisors
Massachusetts
$20.2M
FCIS
65
First Citizens Investor Services
North Carolina
$20M
Stifel Financial
66
Stifel Financial
Missouri
$19.8M
BCIM
67
Bishop & Co Investment Management
Pennsylvania
$19.7M
Creative Planning
68
Creative Planning
Kansas
$19.6M
AAP
69
Arax Advisory Partners
Colorado
$19.3M
Corient Private Wealth
70
Corient Private Wealth
Florida
$18.1M
LFWA
71
LBJ Family Wealth Advisors
Texas
$17.7M
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$17.7M
SPIA
73
Steward Partners Investment Advisory
New York
$17.1M
Northern Trust
74
Northern Trust
Illinois
$17.1M
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$16.8M