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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
TA
251
TFB Advisors
Kansas
$1.75M
BPA
252
Beacon Pointe Advisors
California
$1.74M
Wealthfront Advisers
253
Wealthfront Advisers
California
$1.73M
PWP
254
Perfromance Wealth Partners
Illinois
$1.71M
RCAG
255
Rehmann Capital Advisory Group
Michigan
$1.7M
SWP
256
Stratos Wealth Partners
Ohio
$1.69M
FFA
257
Farther Finance Advisors
California
$1.69M
DADC
258
D.A. Davidson & Co
Montana
$1.68M
KWM
259
Kingsview Wealth Management
Oregon
$1.67M
CAG
260
Csenge Advisory Group
Florida
$1.66M
CC
261
Courier Capital
New York
$1.6M
PSF
262
Pacific Sun Financial
California
$1.59M
PFA
263
Pure Financial Advisors
California
$1.58M
RFWA
264
RPg Family Wealth Advisory
Massachusetts
$1.58M
NW
265
Naviter Wealth
Arkansas
$1.57M
MAM
266
MWA Asset Management
Massachusetts
$1.56M
ACA
267
Affinity Capital Advisors
California
$1.55M
AI
268
Atria Investments
North Carolina
$1.54M
IWC
269
Integrated Wealth Concepts
Massachusetts
$1.54M
CCM
270
Coldstream Capital Management
Washington
$1.52M
AFP
271
Ausdal Financial Partners
Iowa
$1.52M
LB
272
Legacy Bridge
Iowa
$1.51M
HCA
273
Heck Capital Advisors
Wisconsin
$1.49M
NF
274
Nvest Financial
New Hampshire
$1.48M
FI
275
FWG Investments
Kentucky
$1.47M