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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
CHJWM
326
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M
SFA
327
Sequoia Financial Advisors
Ohio
$1.07M
SG
328
StoneX Group
New York
$1.07M
CB
329
Cadence Bank
Mississippi
$1.06M
SI
330
Saxon Interests
Texas
$1.06M
UCFA
331
United Capital Financial Advisors
Texas
$1.06M
AL
332
ADE LLC
Maryland
$1.06M
SF
333
Summit Financial
New Jersey
$1.05M
WIM
334
Warwick Investment Management
Texas
$1.05M
Franklin Resources
335
Franklin Resources
California
$1.05M
CWM
336
Cornerstone Wealth Management
Missouri
$1.04M
MFWP
337
Mosaic Family Wealth Partners
Missouri
$1.03M
PMG
338
Private Management Group
California
$1.03M
WI
339
Wedgewood Investors
Pennsylvania
$1.02M
NB
340
Nicolet Bankshares
Wisconsin
$1.02M
Susquehanna International Group
341
Susquehanna International Group
Pennsylvania
$1.02M
SVWAG
342
Sound View Wealth Advisors Group
Georgia
$1.01M
WTB
343
Washington Trust Bank
Washington
$1.01M
BWFA
344
Baltimore-Washington Financial Advisors
Maryland
$997K
FOA
345
Five Oceans Advisors
California
$997K
Q1WB
346
Quest 10 Wealth Builders
Virginia
$992K
CAL
347
Capital Analysts LLC
Pennsylvania
$987K
TP
348
Tranquility Partners
Tennessee
$979K
IB
349
Intrust Bank
Kansas
$971K
R
350
Rebalance
California
$970K