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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
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
HSBC Holdings
81
HSBC Holdings
United Kingdom
$15.2M
WA
82
Waverly Advisors
Alabama
$15.2M
APP
83
Avantax Planning Partners
Iowa
$15.2M
Fuller & Thaler Asset Management
84
Fuller & Thaler Asset Management
California
$14.8M
ECM
85
Evergreen Capital Management
Washington
$14.2M
KFG
86
Kingdom Financial Group
Arizona
$13.4M
Comerica Bank
87
Comerica Bank
Texas
$13.3M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$13.1M
MCM
89
MAI Capital Management
Ohio
$13M
OAM
90
Occidental Asset Management
California
$12.9M
BF
91
BOK Financial
Oklahoma
$12.8M
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$12.7M
OCM
93
One Capital Management
California
$12.7M
FHC
94
First Horizon Corporation
Tennessee
$12.3M
JIC
95
Johnson Investment Counsel
Ohio
$12.3M
CA
96
Clearstead Advisors
Ohio
$11.9M
SC
97
Savant Capital
Illinois
$11.5M
BCWM
98
Bartlett & Co Wealth Management
Ohio
$11.3M
KPWS
99
Kestra Private Wealth Services
Texas
$11.2M
P
100
&Partners
Tennessee
$11.2M