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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
Financial Engines Advisors
201
Financial Engines Advisors
California
$3.04M
OC
202
Oppenheimer & Co
New York
$3.04M
GVAG
203
Great Valley Advisor Group
Delaware
$3.03M
WIC
204
Whitegate Investment Counselors
New Hampshire
$3.02M
FPF
205
First Pacific Financial
Washington
$3.02M
FWP
206
FAS Wealth Partners
Kansas
$2.94M
AB
207
Atlas Brown
Kentucky
$2.91M
Citigroup
208
Citigroup
New York
$2.86M
SYBT
209
Stock Yards Bank & Trust
Kentucky
$2.86M
SB
210
Strategic Blueprint
Georgia
$2.85M
QAM
211
Q3 Asset Management
Michigan
$2.84M
WT
212
Whittier Trust
California
$2.78M
Principal Financial Group
213
Principal Financial Group
Iowa
$2.75M
AAS
214
Ameritas Advisory Services
Nebraska
$2.74M
CFB
215
Cullen/Frost Bankers
Texas
$2.71M
WANY
216
Wealthspire Advisors (New York)
New York
$2.7M
BBHC
217
Brown Brothers Harriman & Co
New York
$2.7M
IIC
218
Ironwood Investment Counsel
Arizona
$2.68M
EAM
219
Eukles Asset Management
Ohio
$2.65M
NFG
220
Nations Financial Group
Iowa
$2.64M
WTC
221
WhitTier Trust Company
Nevada
$2.59M
WB
222
WesBanco Bank
West Virginia
$2.57M
TCM
223
Telos Capital Management
California
$2.52M
PA
224
Parallel Advisors
California
$2.52M
William Blair & Company
225
William Blair & Company
Illinois
$2.52M