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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
FC
876
Financial Consulate
Maryland
$29.2K
WIM
877
Westside Investment Management
California
$28.5K
BAM
878
Bellevue Asset Management
Washington
$28.2K
KBFS
879
Kohmann Bosshard Financial Services
Ohio
$28.2K
MFC
880
Mechanics Financial Corp
Ohio
$27.8K
PIP
881
Peachtree Investment Partners
Florida
$27.3K
AW
882
Avion Wealth
Texas
$27K
CP
883
Covenant Partners
Tennessee
$26.9K
TTIC
884
Tower Trust & Investment Company
Iowa
$26.8K
BFPW
885
BOK Financial Private Wealth
Colorado
$25.5K
CYG
886
Clean Yield Group
Vermont
$25.1K
RF
887
Roxbury Financial
New Jersey
$25K
FGAM
888
Financial Gravity Asset Management
Texas
$24K
AFG
889
Albion Financial Group
Utah
$22.9K
MSL
890
Monetary Solutions, Ltd
Ohio
$21.2K
HC
891
Hara Capital
Washington
$20.9K
HNB
892
Hilltop National Bank
Wyoming
$20.7K
PP
893
Pacifica Partners
Canada
$20.3K
WCM
894
Winthrop Capital Management
Indiana
$20K
POIA
895
Pin Oak Investment Advisors
Texas
$19K
FMB
896
Field & Main Bank
Kentucky
$18.9K
RIL
897
Rothschild Investment LLC
Illinois
$18.9K
MAS
898
MPWM Advisory Solutions
Georgia
$18.2K
OWP
899
ORG Wealth Partners
Texas
$17.1K
MLA
900
MB, Levis & Associates
Pennsylvania
$16.8K