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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
HBW
751
Hazlett, Burt & Watson
West Virginia
$221K
QWM
752
Quadcap Wealth Management
Texas
$221K
IAA
753
Independent Advisor Alliance
North Carolina
$221K
WSA
754
Wealth Science Advisors
Georgia
$219K
IBOK
755
Independence Bank of Kentucky
Kentucky
$217K
SRPTWM
756
Split Rock Private Trading & Wealth Management
Minnesota
$216K
NCM
757
Neumann Capital Management
California
$215K
CIBC World Market
758
CIBC World Market
Ontario, Canada
$213K
MAS
759
Madden Advisory Services
Florida
$213K
AIA
760
Arbor Investment Advisors
North Carolina
$211K
AIP
761
Almanack Investment Partners
Pennsylvania
$210K
FTC
762
Farmers Trust Company
Ohio
$209K
SCM
763
SCS Capital Management
Massachusetts
$209K
FSA
764
Financial Sense Advisors
California
$209K
PFA
765
Portland Financial Advisors
New York
$208K
TTWM
766
TCV Trust & Wealth Management
Virginia
$204K
LI
767
LMCG Investments
Massachusetts
$204K
1832 Asset Management
768
1832 Asset Management
Ontario, Canada
$202K
CTB
769
Country Trust Bank
Illinois
$202K
ICP
770
Interchange Capital Partners
Pennsylvania
$201K
DWAM
771
Duncan Williams Asset Management
Tennessee
$201K
KA
772
Kovack Advisors
Florida
$200K
ML
773
MLP3 LLC
New Jersey
$200K
FCAS
774
First Command Advisory Services
Texas
$199K
Lazard Asset Management
775
Lazard Asset Management
New York
$197K