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iShares Russell Mid-Cap Value ETF

971 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 117 funds opening new positions, 332 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
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
IAG
726
Investmark Advisory Group
Connecticut
$231K
FA
727
FDx Advisors
Illinois
$231K
Fiera Capital (Canada)
728
Fiera Capital (Canada)
Quebec, Canada
$230K
TSWM
729
Triangle Securities Wealth Management
North Carolina
$230K
NEPWA
730
New England Private Wealth Advisors
Massachusetts
$228K
CMP
731
Coston McIsaac & Partners
Maine
$228K
CPA
732
Capital Performance Advisors
California
$226K
OC
733
Oarsman Capital
Wisconsin
$226K
VVP
734
Venture Visionary Partners
Ohio
$225K
SAM
735
Synergy Asset Management
Washington
$224K
TFGT
736
TS Financial Group (TSFG)
Illinois
$224K
ABC
737
Associated Banc-Corp
Wisconsin
$222K
HBW
738
Hazlett, Burt & Watson
West Virginia
$221K
QWM
739
Quadcap Wealth Management
Texas
$221K
IAA
740
Independent Advisor Alliance
North Carolina
$221K
WSA
741
Wealth Science Advisors
Georgia
$219K
IBOK
742
Independence Bank of Kentucky
Kentucky
$217K
SRPTWM
743
Split Rock Private Trading & Wealth Management
Minnesota
$216K
NCM
744
Neumann Capital Management
California
$215K
CIBC World Market
745
CIBC World Market
Ontario, Canada
$213K
MAS
746
Madden Advisory Services
Florida
$213K
AIA
747
Arbor Investment Advisors
North Carolina
$211K
AIP
748
Almanack Investment Partners
Pennsylvania
$210K
FTC
749
Farmers Trust Company
Ohio
$209K
SCM
750
SCS Capital Management
Massachusetts
$209K