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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
CRM
126
Cramer Rosenthal McGlynn
Connecticut
$7.11M
AI
127
Accredited Investors
Minnesota
$7.01M
JJBC
128
James J. Burns & Company
New York
$6.99M
CI
129
Conning Inc
Connecticut
$6.78M
MWM
130
Modera Wealth Management
New Jersey
$6.76M
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$6.59M
ML
132
McAdam LLC
Pennsylvania
$6.53M
PWCM
133
Processus Wealth & Capital Management
Tennessee
$6.48M
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$6.42M
BFG
135
Bleakley Financial Group
New Jersey
$6.31M
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$6.29M
AssetMark Inc
137
AssetMark Inc
California
$6.22M
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$6.19M
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$6.09M
TW
140
ticino wealth
California
$6.08M
FPAS
141
Focus Partners Advisor Solutions
Missouri
$5.9M
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$5.81M
NW
143
NewEdge Wealth
Pennsylvania
$5.78M
AWMNH
144
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.73M
KCM
145
Kennedy Capital Management
Missouri
$5.71M
AC
146
Aldebaran Capital
Indiana
$5.67M
BCI
147
Brinker Capital Investments
Pennsylvania
$5.66M
EWA
148
EP Wealth Advisors
California
$5.64M
FMC
149
First Merchants Corp
Indiana
$5.5M
WMWM
150
Whitaker-Myers Wealth Managers
Ohio
$5.5M