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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
CTA
726
Chesley Taft & Associates
Illinois
$234K
FWMM
727
Foundation Wealth Management (Missouri)
Missouri
$234K
EWS
728
Evergreen Wealth Solutions
Pennsylvania
$233K
VWM
729
Vigil Wealth Management
Florida
$233K
GWS
730
Glassman Wealth Services
Virginia
$232K
IAG
731
Investmark Advisory Group
Connecticut
$231K
FA
732
FDx Advisors
Illinois
$231K
Fiera Capital (Canada)
733
Fiera Capital (Canada)
Quebec, Canada
$230K
TSWM
734
Triangle Securities Wealth Management
North Carolina
$230K
NEPWA
735
New England Private Wealth Advisors
Massachusetts
$228K
CMP
736
Coston McIsaac & Partners
Maine
$228K
CPA
737
Capital Performance Advisors
California
$226K
OC
738
Oarsman Capital
Wisconsin
$226K
VVP
739
Venture Visionary Partners
Ohio
$225K
SAM
740
Synergy Asset Management
Washington
$224K
TFGT
741
TS Financial Group (TSFG)
Illinois
$224K
ABC
742
Associated Banc-Corp
Wisconsin
$222K
HBW
743
Hazlett, Burt & Watson
West Virginia
$221K
QWM
744
Quadcap Wealth Management
Texas
$221K
IAA
745
Independent Advisor Alliance
North Carolina
$221K
WSA
746
Wealth Science Advisors
Georgia
$219K
IBOK
747
Independence Bank of Kentucky
Kentucky
$217K
SRPTWM
748
Split Rock Private Trading & Wealth Management
Minnesota
$216K
NCM
749
Neumann Capital Management
California
$215K
CIBC World Market
750
CIBC World Market
Ontario, Canada
$213K