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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
TCA
301
Transcend Capital Advisors
New Jersey
$1.25M
EK
302
Evensky & Katz
Florida
$1.25M
BCM
303
Brookstone Capital Management
Illinois
$1.24M
LGG
304
Luts & Greenleigh Group
Maryland
$1.22M
MWM
305
Meridian Wealth Management
Kentucky
$1.21M
GWMIA
306
Global Wealth Management Investment Advisory
Florida
$1.21M
TPI
307
Trust Point Inc
Wisconsin
$1.2M
HFBOT
308
Home Federal Bank of Tennessee
Tennessee
$1.2M
CRC
309
Curi RMB Capital
Illinois
$1.19M
FNT
310
First National Trust
Pennsylvania
$1.19M
WSFS
311
Wilmington Savings Fund Society
Delaware
$1.18M
SCM
312
SOL Capital Management
Maryland
$1.17M
VCM
313
Viewpoint Capital Management
Washington
$1.16M
PTC
314
Private Trust Company
Ohio
$1.13M
AWA
315
Arkadios Wealth Advisors
Georgia
$1.13M
SFB
316
STAR Financial Bank
Indiana
$1.12M
SFWC
317
Strategic Family Wealth Counselors
New Jersey
$1.12M
D
318
Dentgroup
Louisiana
$1.11M
Kayne Anderson Rudnick Investment Management
319
Kayne Anderson Rudnick Investment Management
California
$1.11M
TI
320
Truepoint Inc
Ohio
$1.1M
SFS
321
Sowell Financial Services
Arkansas
$1.1M
KOC
322
Koss-Olinger Consulting
Florida
$1.09M
GT
323
Glenview Trust
Kentucky
$1.09M
NP
324
NorthRock Partners
Minnesota
$1.09M
EW
325
Evoke Wealth
California
$1.08M