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iShares Russell Mid-Cap Value ETF

967 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, 331 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
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
Fiera Capital (Canada)
726
Fiera Capital (Canada)
Quebec, Canada
$230K
TSWM
727
Triangle Securities Wealth Management
North Carolina
$230K
NEPWA
728
New England Private Wealth Advisors
Massachusetts
$228K
CMP
729
Coston McIsaac & Partners
Maine
$228K
CPA
730
Capital Performance Advisors
California
$226K
OC
731
Oarsman Capital
Wisconsin
$226K
VVP
732
Venture Visionary Partners
Ohio
$225K
SAM
733
Synergy Asset Management
Washington
$224K
TFGT
734
TS Financial Group (TSFG)
Illinois
$224K
ABC
735
Associated Banc-Corp
Wisconsin
$222K
HBW
736
Hazlett, Burt & Watson
West Virginia
$221K
QWM
737
Quadcap Wealth Management
Texas
$221K
IAA
738
Independent Advisor Alliance
North Carolina
$221K
WSA
739
Wealth Science Advisors
Georgia
$219K
IBOK
740
Independence Bank of Kentucky
Kentucky
$217K
SRPTWM
741
Split Rock Private Trading & Wealth Management
Minnesota
$216K
NCM
742
Neumann Capital Management
California
$215K
CIBC World Market
743
CIBC World Market
Ontario, Canada
$213K
MAS
744
Madden Advisory Services
Florida
$213K
AIA
745
Arbor Investment Advisors
North Carolina
$211K
AIP
746
Almanack Investment Partners
Pennsylvania
$210K
FTC
747
Farmers Trust Company
Ohio
$209K
SCM
748
SCS Capital Management
Massachusetts
$209K
FSA
749
Financial Sense Advisors
California
$209K
PFA
750
Portland Financial Advisors
New York
$208K