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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
BCM
301
Brookstone Capital Management
Illinois
$1.24M
LGG
302
Luts & Greenleigh Group
Maryland
$1.22M
MWM
303
Meridian Wealth Management
Kentucky
$1.21M
GWMIA
304
Global Wealth Management Investment Advisory
Florida
$1.21M
TPI
305
Trust Point Inc
Wisconsin
$1.2M
HFBOT
306
Home Federal Bank of Tennessee
Tennessee
$1.2M
CRC
307
Curi RMB Capital
Illinois
$1.19M
FNT
308
First National Trust
Pennsylvania
$1.19M
WSFS
309
Wilmington Savings Fund Society
Delaware
$1.18M
SCM
310
SOL Capital Management
Maryland
$1.17M
VCM
311
Viewpoint Capital Management
Washington
$1.16M
PTC
312
Private Trust Company
Ohio
$1.13M
AWA
313
Arkadios Wealth Advisors
Georgia
$1.13M
SFB
314
STAR Financial Bank
Indiana
$1.12M
SFWC
315
Strategic Family Wealth Counselors
New Jersey
$1.12M
D
316
Dentgroup
Louisiana
$1.11M
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$1.11M
TI
318
Truepoint Inc
Ohio
$1.1M
SFS
319
Sowell Financial Services
Arkansas
$1.1M
KOC
320
Koss-Olinger Consulting
Florida
$1.09M
GT
321
Glenview Trust
Kentucky
$1.09M
NP
322
NorthRock Partners
Minnesota
$1.09M
EW
323
Evoke Wealth
California
$1.08M
CHJWM
324
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M
SFA
325
Sequoia Financial Advisors
Ohio
$1.07M