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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
MML Investors Services
101
MML Investors Services
Massachusetts
$10.7M
WFA
102
WestHill Financial Advisors
California
$10.6M
JFG
103
JMG Financial Group
Illinois
$10.5M
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$10.3M
PAS
105
Park Avenue Securities
New York
$9.99M
TFCP
106
Twin Focus Capital Partners
Massachusetts
$9.64M
CG
107
Corundum Group
Colorado
$9.58M
XF
108
XML Financial
Maryland
$9.54M
LI
109
LifeWealth Investments
Florida
$9.39M
Bank of New York Mellon
110
Bank of New York Mellon
New York
$9.34M
HBS
111
Howard Bailey Securities
Indiana
$9.32M
MB
112
MidFirst Bank
Oklahoma
$9.22M
UB
113
UMB Bank
Missouri
$9.15M
NI
114
Nuance Investments
Missouri
$8.49M
Wellington Management Group
115
Wellington Management Group
Massachusetts
$8.3M
LEA
116
Legacy Edge Advisors
New York
$8.12M
FNBT
117
FineMark National Bank & Trust
Florida
$7.97M
SA
118
Sanctuary Advisors
Indiana
$7.78M
IWM
119
Inlight Wealth Management
Georgia
$7.73M
PAG
120
Private Advisor Group
New Jersey
$7.7M
IWA
121
Inspirion Wealth Advisors
Illinois
$7.62M
PIA
122
Powell Investment Advisors
Florida
$7.43M
MCCA
123
Mill Creek Capital Advisors
Pennsylvania
$7.42M
KFP
124
KMG Fiduciary Partners
Ohio
$7.14M
CRM
125
Cramer Rosenthal McGlynn
Connecticut
$7.11M