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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
TTWM
751
TCV Trust & Wealth Management
Virginia
$204K
LI
752
LMCG Investments
Massachusetts
$204K
1832 Asset Management
753
1832 Asset Management
Ontario, Canada
$202K
CTB
754
Country Trust Bank
Illinois
$202K
ICP
755
Interchange Capital Partners
Pennsylvania
$201K
DWAM
756
Duncan Williams Asset Management
Tennessee
$201K
KA
757
Kovack Advisors
Florida
$200K
ML
758
MLP3 LLC
New Jersey
$200K
FCAS
759
First Command Advisory Services
Texas
$199K
Lazard Asset Management
760
Lazard Asset Management
New York
$197K
VCM
761
Versant Capital Management
Arizona
$197K
GI
762
GAMMA Investing
California
$196K
RFG
763
REAP Financial Group
Texas
$194K
PGAM
764
Princeton Global Asset Management
New Jersey
$192K
BOJHT
765
Bank of Jackson Hole Trust
Wyoming
$191K
HI
766
Harbour Investments
Wisconsin
$184K
OC
767
Oakworth Capital
Alabama
$181K
CF
768
Centaurus Financial
California
$176K
TAM
769
Townsend Asset Management
North Carolina
$167K
DJSG
770
D.J. St. Germain
Massachusetts
$162K
RWM
771
Rialto Wealth Management
New York
$157K
TCOV
772
Trust Company of Vermont
Vermont
$157K
National Bank of Canada
773
National Bank of Canada
Quebec, Canada
$152K
PWMG
774
Prestige Wealth Management Group
New Jersey
$152K
PAG
775
Paladin Advisory Group
Iowa
$151K