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iShares Russell Mid-Cap Value ETF

917 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 276 increasing their positions, 304 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 304

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.4M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Sequent Asset Management
Texas
$2.17M
BB
227
Berkshire Bank
Massachusetts
$2.13M
Bessemer Group
228
Bessemer Group
New Jersey
$2.1M
ABWM
229
Alpine Bank Wealth Management
Colorado
$2.09M
BOH
230
Bank of Hawaii
Hawaii
$2.09M
PS
231
Principal Securities
Iowa
$2.07M
JWCA
232
J.W. Cole Advisors
Florida
$2.06M
HNB
233
Huntington National Bank
Ohio
$2.04M
GIM
234
Goelzer Investment Management
Indiana
$2.03M
PA
235
Parallel Advisors
California
$1.99M
SIG
236
Stonegate Investment Group
Alabama
$1.94M
TWM
237
Tradition Wealth Management
Minnesota
$1.92M
CAM
238
Cresset Asset Management
Illinois
$1.9M
HGWM
239
Horst & Graben Wealth Management
Oregon
$1.87M
PWS
240
Peloton Wealth Strategists
Indiana
$1.87M
MFG
241
Merit Financial Group
Georgia
$1.86M
RB
242
Renasant Bank
Mississippi
$1.85M
BIA
243
BHK Investment Advisors
Alabama
$1.84M
PCM
244
Pointe Capital Management
Michigan
$1.81M
TRCT
245
Tower Research Capital (TRC)
New York
$1.78M
ACA
246
Aptus Capital Advisors
Alabama
$1.76M
ES
247
Eagle Strategies
New York
$1.76M
IFPG
248
Intrepid Financial Planning Group
Indiana
$1.75M
TA
249
TFB Advisors
Kansas
$1.75M
BPA
250
Beacon Pointe Advisors
California
$1.74M