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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
KF
151
Kelsey Financial
California
$5.44M
IP
152
Investment Partners
Ohio
$5.44M
MG
153
Mather Group
Illinois
$5.29M
MBI
154
May Barnhard Investments
Maryland
$5.24M
RFC
155
Regions Financial Corp
Alabama
$5.15M
SW
156
Simplicity Wealth
New Jersey
$5.14M
MT
157
Midwest Trust
Kansas
$5.07M
CA
158
CoreCap Advisors
Michigan
$4.96M
ATPW
159
Ashton Thomas Private Wealth
Arizona
$4.92M
LA
160
LWM Advisors
California
$4.82M
FFN
161
Focus Financial Network
Minnesota
$4.6M
GRP
162
Global Retirement Partners
California
$4.6M
CB
163
Community Bank
New York
$4.57M
BMWS
164
Brady Martz Wealth Solutions
North Dakota
$4.52M
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$4.34M
T. Rowe Price Associates
166
T. Rowe Price Associates
Maryland
$4.33M
VA
167
VestGen Advisors
Illinois
$4.29M
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$4.29M
GT
169
Glenmede Trust
Pennsylvania
$4.05M
QCM
170
Quantinno Capital Management
New York
$4.05M
ATI
171
ARK & TLK Investments
Oklahoma
$4.02M
AI
172
Auour Investments
Massachusetts
$3.98M
AG
173
Ascent Group
Virginia
$3.96M
Boston Partners
174
Boston Partners
Massachusetts
$3.93M
BIM
175
Bridges Investment Management
Nebraska
$3.93M