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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
AI
126
Accredited Investors
Minnesota
$7.01M
JJBC
127
James J. Burns & Company
New York
$6.99M
CI
128
Conning Inc
Connecticut
$6.78M
MWM
129
Modera Wealth Management
New Jersey
$6.76M
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$6.59M
ML
131
McAdam LLC
Pennsylvania
$6.53M
PWCM
132
Processus Wealth & Capital Management
Tennessee
$6.48M
Allspring Global Investments
133
Allspring Global Investments
North Carolina
$6.42M
BFG
134
Bleakley Financial Group
New Jersey
$6.31M
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$6.29M
AssetMark Inc
136
AssetMark Inc
California
$6.22M
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$6.19M
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$6.09M
TW
139
ticino wealth
California
$6.08M
FPAS
140
Focus Partners Advisor Solutions
Missouri
$5.9M
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$5.81M
NW
142
NewEdge Wealth
Pennsylvania
$5.78M
AWMNH
143
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.73M
KCM
144
Kennedy Capital Management
Missouri
$5.71M
AC
145
Aldebaran Capital
Indiana
$5.67M
BCI
146
Brinker Capital Investments
Pennsylvania
$5.66M
EWA
147
EP Wealth Advisors
California
$5.64M
FMC
148
First Merchants Corp
Indiana
$5.5M
WMWM
149
Whitaker-Myers Wealth Managers
Ohio
$5.5M
KF
150
Kelsey Financial
California
$5.44M