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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
Wealthfront Advisers
251
Wealthfront Advisers
California
$1.73M
PWP
252
Perfromance Wealth Partners
Illinois
$1.71M
RCAG
253
Rehmann Capital Advisory Group
Michigan
$1.7M
SWP
254
Stratos Wealth Partners
Ohio
$1.69M
FFA
255
Farther Finance Advisors
California
$1.69M
DADC
256
D.A. Davidson & Co
Montana
$1.68M
KWM
257
Kingsview Wealth Management
Oregon
$1.67M
CAG
258
Csenge Advisory Group
Florida
$1.66M
CC
259
Courier Capital
New York
$1.6M
PSF
260
Pacific Sun Financial
California
$1.59M
PFA
261
Pure Financial Advisors
California
$1.58M
RFWA
262
RPg Family Wealth Advisory
Massachusetts
$1.58M
NW
263
Naviter Wealth
Arkansas
$1.57M
MAM
264
MWA Asset Management
Massachusetts
$1.56M
ACA
265
Affinity Capital Advisors
California
$1.55M
AI
266
Atria Investments
North Carolina
$1.54M
IWC
267
Integrated Wealth Concepts
Massachusetts
$1.54M
CCM
268
Coldstream Capital Management
Washington
$1.52M
AFP
269
Ausdal Financial Partners
Iowa
$1.52M
LB
270
Legacy Bridge
Iowa
$1.51M
HCA
271
Heck Capital Advisors
Wisconsin
$1.49M
NF
272
Nvest Financial
New Hampshire
$1.48M
FI
273
FWG Investments
Kentucky
$1.47M
CFO
274
Callan Family Office
Pennsylvania
$1.47M
BFM
275
Broadview Financial Management
Wisconsin
$1.46M