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iShares Russell Mid-Cap Value ETF

924 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, 280 increasing their positions, 305 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:

8% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 305

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
924
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
Fuller & Thaler Asset Management
226
Fuller & Thaler Asset Management
California
$2.19M
SAM
227
Sequent Asset Management
Texas
$2.17M
BB
228
Berkshire Bank
Massachusetts
$2.13M
Bessemer Group
229
Bessemer Group
New Jersey
$2.1M
ABWM
230
Alpine Bank Wealth Management
Colorado
$2.09M
BOH
231
Bank of Hawaii
Hawaii
$2.09M
PS
232
Principal Securities
Iowa
$2.07M
JWCA
233
J.W. Cole Advisors
Florida
$2.06M
IA
234
IFP Advisors
Florida
$2.05M
HNB
235
Huntington National Bank
Ohio
$2.04M
GIM
236
Goelzer Investment Management
Indiana
$2.03M
PA
237
Parallel Advisors
California
$1.99M
SIG
238
Stonegate Investment Group
Alabama
$1.94M
TWM
239
Tradition Wealth Management
Minnesota
$1.92M
CAM
240
Cresset Asset Management
Illinois
$1.9M
HGWM
241
Horst & Graben Wealth Management
Oregon
$1.87M
PWS
242
Peloton Wealth Strategists
Indiana
$1.87M
MFG
243
Merit Financial Group
Georgia
$1.86M
RB
244
Renasant Bank
Mississippi
$1.85M
BIA
245
BHK Investment Advisors
Alabama
$1.84M
PCM
246
Pointe Capital Management
Michigan
$1.81M
TRCT
247
Tower Research Capital (TRC)
New York
$1.78M
ACA
248
Aptus Capital Advisors
Alabama
$1.76M
ES
249
Eagle Strategies
New York
$1.76M
IFPG
250
Intrepid Financial Planning Group
Indiana
$1.75M