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iShares Russell Mid-Cap Value ETF

927 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 83 funds opening new positions, 281 increasing their positions, 306 reducing their positions, and 52 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: 281 | Existing positions reduced: 306

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
927
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
GIA
301
Gladstone Institutional Advisory
Florida
$1.25M
TCA
302
Transcend Capital Advisors
New Jersey
$1.25M
EK
303
Evensky & Katz
Florida
$1.25M
BCM
304
Brookstone Capital Management
Illinois
$1.24M
LGG
305
Luts & Greenleigh Group
Maryland
$1.22M
MWM
306
Meridian Wealth Management
Kentucky
$1.21M
GWMIA
307
Global Wealth Management Investment Advisory
Florida
$1.21M
TPI
308
Trust Point Inc
Wisconsin
$1.2M
HFBOT
309
Home Federal Bank of Tennessee
Tennessee
$1.2M
CRC
310
Curi RMB Capital
Illinois
$1.19M
FNT
311
First National Trust
Pennsylvania
$1.19M
WSFS
312
Wilmington Savings Fund Society
Delaware
$1.18M
SCM
313
SOL Capital Management
Maryland
$1.17M
VCM
314
Viewpoint Capital Management
Washington
$1.16M
PTC
315
Private Trust Company
Ohio
$1.13M
AWA
316
Arkadios Wealth Advisors
Georgia
$1.13M
SFB
317
STAR Financial Bank
Indiana
$1.12M
SFWC
318
Strategic Family Wealth Counselors
New Jersey
$1.12M
D
319
Dentgroup
Louisiana
$1.11M
Kayne Anderson Rudnick Investment Management
320
Kayne Anderson Rudnick Investment Management
California
$1.11M
TI
321
Truepoint Inc
Ohio
$1.1M
SFS
322
Sowell Financial Services
Arkansas
$1.1M
KOC
323
Koss-Olinger Consulting
Florida
$1.09M
GT
324
Glenview Trust
Kentucky
$1.09M
NP
325
NorthRock Partners
Minnesota
$1.09M