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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
MAS
751
Madden Advisory Services
Florida
$213K
AIA
752
Arbor Investment Advisors
North Carolina
$211K
AIP
753
Almanack Investment Partners
Pennsylvania
$210K
FTC
754
Farmers Trust Company
Ohio
$209K
SCM
755
SCS Capital Management
Massachusetts
$209K
FSA
756
Financial Sense Advisors
California
$209K
PFA
757
Portland Financial Advisors
New York
$208K
TTWM
758
TCV Trust & Wealth Management
Virginia
$204K
LI
759
LMCG Investments
Massachusetts
$204K
1832 Asset Management
760
1832 Asset Management
Ontario, Canada
$202K
CTB
761
Country Trust Bank
Illinois
$202K
ICP
762
Interchange Capital Partners
Pennsylvania
$201K
DWAM
763
Duncan Williams Asset Management
Tennessee
$201K
KA
764
Kovack Advisors
Florida
$200K
ML
765
MLP3 LLC
New Jersey
$200K
FCAS
766
First Command Advisory Services
Texas
$199K
Lazard Asset Management
767
Lazard Asset Management
New York
$197K
VCM
768
Versant Capital Management
Arizona
$197K
GI
769
GAMMA Investing
California
$196K
RFG
770
REAP Financial Group
Texas
$194K
PGAM
771
Princeton Global Asset Management
New Jersey
$192K
BOJHT
772
Bank of Jackson Hole Trust
Wyoming
$191K
AIM
773
Anchor Investment Management
South Carolina
$190K
HI
774
Harbour Investments
Wisconsin
$184K
OC
775
Oakworth Capital
Alabama
$181K