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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
PFBT
351
Parkside Financial Bank & Trust
Missouri
$963K
B
352
Bailard
California
$961K
BAM
353
Belpointe Asset Management
Nevada
$956K
FCA
354
Fortis Capital Advisors
Kansas
$956K
AWM
355
Avior Wealth Management
Nebraska
$954K
NS
356
NBC Securities
Alabama
$934K
FMTC
357
Farmers & Merchants Trust Company
California
$926K
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$924K
DC
359
Davenport & Co
Virginia
$913K
RWP
360
Revolve Wealth Partners
New Jersey
$899K
MA
361
MCF Advisors
Kentucky
$896K
AWM
362
Apollon Wealth Management
South Carolina
$893K
AA
363
Auxano Advisors
Washington
$880K
CFB
364
Cullen/Frost Bankers
Texas
$875K
LW
365
Linscomb Wealth
Texas
$862K
HCA
366
Harbour Capital Advisors
Virginia
$860K
PP
367
Prosperity Planning
Missouri
$854K
TPA
368
Trivium Point Advisory
Connecticut
$847K
MWP
369
MYCIO Wealth Partners
Pennsylvania
$846K
TNB
370
Thomasville National Bank
Georgia
$836K
FIA
371
Foundations Investment Advisors
Arizona
$835K
IWM
372
IHT Wealth Management
Illinois
$830K
CSP
373
Cary Street Partners
Virginia
$820K
BRWA
374
B. Riley Wealth Advisors
Florida
$817K
CGA
375
Crescent Grove Advisors
Illinois
$812K