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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
GWM
726
Gilpin Wealth Management
Colorado
$240K
GC
727
Grimes & Company
Massachusetts
$239K
WMA
728
West Michigan Advisors
Michigan
$237K
LA
729
Legacy Advisors
Pennsylvania
$237K
IAIM
730
International Assets Investment Management
Florida
$236K
BW
731
BostonPremier Wealth
Massachusetts
$235K
UIM
732
Unified Investment Management
Georgia
$235K
SFC
733
SYM Financial Corp
Indiana
$235K
CTA
734
Chesley Taft & Associates
Illinois
$234K
FWMM
735
Foundation Wealth Management (Missouri)
Missouri
$234K
EWS
736
Evergreen Wealth Solutions
Pennsylvania
$233K
VWM
737
Vigil Wealth Management
Florida
$233K
GWS
738
Glassman Wealth Services
Virginia
$232K
IAG
739
Investmark Advisory Group
Connecticut
$231K
FA
740
FDx Advisors
Illinois
$231K
Fiera Capital (Canada)
741
Fiera Capital (Canada)
Quebec, Canada
$230K
TSWM
742
Triangle Securities Wealth Management
North Carolina
$230K
NEPWA
743
New England Private Wealth Advisors
Massachusetts
$228K
CMP
744
Coston McIsaac & Partners
Maine
$228K
CPA
745
Capital Performance Advisors
California
$226K
OC
746
Oarsman Capital
Wisconsin
$226K
VVP
747
Venture Visionary Partners
Ohio
$225K
SAM
748
Synergy Asset Management
Washington
$224K
TFGT
749
TS Financial Group (TSFG)
Illinois
$224K
ABC
750
Associated Banc-Corp
Wisconsin
$222K