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iShares Russell Mid-Cap Value ETF

986 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 125 funds opening new positions, 336 increasing their positions, 266 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
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
BFPW
901
BOK Financial Private Wealth
Colorado
$25.5K
CYG
902
Clean Yield Group
Vermont
$25.1K
RF
903
Roxbury Financial
New Jersey
$25K
FGAM
904
Financial Gravity Asset Management
Texas
$24K
AFG
905
Albion Financial Group
Utah
$22.9K
SWM
906
SHP Wealth Management
Massachusetts
$22.6K
MS
907
Monetary Solutions
Ohio
$21.2K
HC
908
Hara Capital
Washington
$20.9K
HNB
909
Hilltop National Bank
Wyoming
$20.7K
PP
910
Pacifica Partners
Canada
$20.3K
WCM
911
Winthrop Capital Management
Indiana
$20K
POIA
912
Pin Oak Investment Advisors
Texas
$19K
RIL
913
Rothschild Investment LLC
Illinois
$18.9K
FMB
914
Field & Main Bank
Kentucky
$18.9K
MAS
915
MPWM Advisory Solutions
Georgia
$18.2K
OWP
916
ORG Wealth Partners
Texas
$17.1K
MLA
917
MB, Levis & Associates
Pennsylvania
$16.8K
HHGA
918
Halbert Hargrove Global Advisors
California
$15.9K
CFO
919
CVA Family Office
Colorado
$15.8K
CT
920
Clearstead Trust
Maine
$15.7K
FRA
921
Front Row Advisors
California
$15.4K
EWM
922
Evermay Wealth Management
Virginia
$15.1K
SAM
923
Smartleaf Asset Management
Massachusetts
$14.9K
AWM
924
Abound Wealth Management
Tennessee
$14.5K
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$14.1K