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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$28M
MGIA
52
Moneta Group Investment Advisors
Missouri
$25.1M
RA
53
Rodgers & Associates
Pennsylvania
$24.6M
BPWM
54
Badgley Phelps Wealth Managers
Washington
$24.3M
Baird Financial Group
55
Baird Financial Group
Wisconsin
$23.7M
PWM
56
Parkway Wealth Management
Texas
$23.6M
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$23.1M
Osaic Holdings
58
Osaic Holdings
Arizona
$22.8M
KAS
59
Kestra Advisory Services
Texas
$22.4M
M&T Bank
60
M&T Bank
New York
$22.4M
FCAM
61
First Citizens Asset Management
North Carolina
$22M
AMG
62
Asset Management Group
Connecticut
$21.5M
PFPG
63
Pinnacle Financial Partners (Georgia)
Georgia
$20.4M
RFA
64
RTD Financial Advisors
Pennsylvania
$20.4M
Natixis Advisors
65
Natixis Advisors
Massachusetts
$20.2M
FCIS
66
First Citizens Investor Services
North Carolina
$20M
Stifel Financial
67
Stifel Financial
Missouri
$19.8M
BCIM
68
Bishop & Co Investment Management
Pennsylvania
$19.7M
Creative Planning
69
Creative Planning
Kansas
$19.6M
AAP
70
Arax Advisory Partners
Colorado
$19.3M
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