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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
SG
326
StoneX Group
New York
$1.07M
CB
327
Cadence Bank
Mississippi
$1.06M
SI
328
Saxon Interests
Texas
$1.06M
UCFA
329
United Capital Financial Advisors
Texas
$1.06M
AL
330
ADE LLC
Maryland
$1.06M
SF
331
Summit Financial
New Jersey
$1.05M
WIM
332
Warwick Investment Management
Texas
$1.05M
Franklin Resources
333
Franklin Resources
California
$1.05M
CWM
334
Cornerstone Wealth Management
Missouri
$1.04M
MFWP
335
Mosaic Family Wealth Partners
Missouri
$1.03M
PMG
336
Private Management Group
California
$1.03M
NB
337
Nicolet Bankshares
Wisconsin
$1.02M
WI
338
Wedgewood Investors
Pennsylvania
$1.02M
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
$1.02M
SVWAG
340
Sound View Wealth Advisors Group
Georgia
$1.01M
WTB
341
Washington Trust Bank
Washington
$1.01M
BWFA
342
Baltimore-Washington Financial Advisors
Maryland
$997K
FOA
343
Five Oceans Advisors
California
$997K
Q1WB
344
Quest 10 Wealth Builders
Virginia
$992K
CAL
345
Capital Analysts LLC
Pennsylvania
$987K
TP
346
Tranquility Partners
Tennessee
$979K
IB
347
Intrust Bank
Kansas
$971K
R
348
Rebalance
California
$970K
IPW
349
Intergy Private Wealth
Colorado
$967K
GT
350
Greenleaf Trust
Michigan
$964K