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iShares Russell Mid-Cap Value ETF

969 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, 332 increasing their positions, 264 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
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
Goldman Sachs
76
Goldman Sachs
New York
$16.5M
FTS
77
Fifth Third Securities
Ohio
$16.5M
AF
78
Allworth Financial
California
$16.5M
SCM
79
Sterling Capital Management
North Carolina
$16.1M
PCG
80
Prosperity Consulting Group
Maryland
$15.7M
WA
81
Waverly Advisors
Alabama
$15.2M
APP
82
Avantax Planning Partners
Iowa
$15.2M
Fuller & Thaler Asset Management
83
Fuller & Thaler Asset Management
California
$14.8M
ECM
84
Evergreen Capital Management
Washington
$14.2M
KFG
85
Kingdom Financial Group
Arizona
$13.4M
Comerica Bank
86
Comerica Bank
Texas
$13.3M
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$13.1M
MCM
88
MAI Capital Management
Ohio
$13M
OAM
89
Occidental Asset Management
California
$12.9M
BF
90
BOK Financial
Oklahoma
$12.8M
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$12.7M
OCM
92
One Capital Management
California
$12.7M
FHC
93
First Horizon Corporation
Tennessee
$12.3M
JIC
94
Johnson Investment Counsel
Ohio
$12.3M
CA
95
Clearstead Advisors
Ohio
$11.9M
SC
96
Savant Capital
Illinois
$11.5M
BCWM
97
Bartlett & Co Wealth Management
Ohio
$11.3M
KPWS
98
Kestra Private Wealth Services
Texas
$11.2M
P
99
&Partners
Tennessee
$11.2M
NA
100
NewEdge Advisors
Louisiana
$10.9M