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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
AW
901
Avion Wealth
Texas
$27K
CP
902
Covenant Partners
Tennessee
$26.9K
TTIC
903
Tower Trust & Investment Company
Iowa
$26.8K
BFPW
904
BOK Financial Private Wealth
Colorado
$25.5K
CYG
905
Clean Yield Group
Vermont
$25.1K
RF
906
Roxbury Financial
New Jersey
$25K
FGAM
907
Financial Gravity Asset Management
Texas
$24K
AFG
908
Albion Financial Group
Utah
$22.9K
SWM
909
SHP Wealth Management
Massachusetts
$22.6K
MS
910
Monetary Solutions
Ohio
$21.2K
HC
911
Hara Capital
Washington
$20.9K
HNB
912
Hilltop National Bank
Wyoming
$20.7K
PP
913
Pacifica Partners
Canada
$20.3K
WCM
914
Winthrop Capital Management
Indiana
$20K
POIA
915
Pin Oak Investment Advisors
Texas
$19K
FMB
916
Field & Main Bank
Kentucky
$18.9K
RIL
917
Rothschild Investment LLC
Illinois
$18.9K
MAS
918
MPWM Advisory Solutions
Georgia
$18.2K
OWP
919
ORG Wealth Partners
Texas
$17.1K
MLA
920
MB, Levis & Associates
Pennsylvania
$16.8K
HHGA
921
Halbert Hargrove Global Advisors
California
$15.9K
CFO
922
CVA Family Office
Colorado
$15.8K
CT
923
Clearstead Trust
Maine
$15.7K
FRA
924
Front Row Advisors
California
$15.4K
EWM
925
Evermay Wealth Management
Virginia
$15.1K