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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
NA
101
NewEdge Advisors
Louisiana
$10.9M
MML Investors Services
102
MML Investors Services
Massachusetts
$10.7M
WFA
103
WestHill Financial Advisors
California
$10.6M
JFG
104
JMG Financial Group
Illinois
$10.5M
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$10.3M
PAS
106
Park Avenue Securities
New York
$9.99M
TFCP
107
Twin Focus Capital Partners
Massachusetts
$9.64M
CG
108
Corundum Group
Colorado
$9.58M
XF
109
XML Financial
Maryland
$9.54M
LI
110
LifeWealth Investments
Florida
$9.39M
Bank of New York Mellon
111
Bank of New York Mellon
New York
$9.34M
HBS
112
Howard Bailey Securities
Indiana
$9.32M
MB
113
MidFirst Bank
Oklahoma
$9.22M
UB
114
UMB Bank
Missouri
$9.15M
NI
115
Nuance Investments
Missouri
$8.49M
Wellington Management Group
116
Wellington Management Group
Massachusetts
$8.3M
LEA
117
Legacy Edge Advisors
New York
$8.12M
FNBT
118
FineMark National Bank & Trust
Florida
$7.97M
SA
119
Sanctuary Advisors
Indiana
$7.78M
IWM
120
Inlight Wealth Management
Georgia
$7.73M
PAG
121
Private Advisor Group
New Jersey
$7.7M
IWA
122
Inspirion Wealth Advisors
Illinois
$7.62M
PIA
123
Powell Investment Advisors
Florida
$7.43M
MCCA
124
Mill Creek Capital Advisors
Pennsylvania
$7.42M
KFP
125
KMG Fiduciary Partners
Ohio
$7.14M