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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
R
351
Rebalance
California
$970K
IPW
352
Intergy Private Wealth
Colorado
$967K
GT
353
Greenleaf Trust
Michigan
$964K
PFBT
354
Parkside Financial Bank & Trust
Missouri
$963K
B
355
Bailard
California
$961K
BAM
356
Belpointe Asset Management
Nevada
$956K
FCA
357
Fortis Capital Advisors
Kansas
$956K
AWM
358
Avior Wealth Management
Nebraska
$954K
NS
359
NBC Securities
Alabama
$934K
FMTC
360
Farmers & Merchants Trust Company
California
$926K
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$924K
DC
362
Davenport & Co
Virginia
$913K
RWP
363
Revolve Wealth Partners
New Jersey
$899K
MA
364
MCF Advisors
Kentucky
$896K
AWM
365
Apollon Wealth Management
South Carolina
$893K
AA
366
Auxano Advisors
Washington
$880K
CFB
367
Cullen/Frost Bankers
Texas
$875K
LW
368
Linscomb Wealth
Texas
$862K
HCA
369
Harbour Capital Advisors
Virginia
$860K
PP
370
Prosperity Planning
Missouri
$854K
TPA
371
Trivium Point Advisory
Connecticut
$847K
MWP
372
MYCIO Wealth Partners
Pennsylvania
$846K
TNB
373
Thomasville National Bank
Georgia
$836K
FIA
374
Foundations Investment Advisors
Arizona
$835K
IWM
375
IHT Wealth Management
Illinois
$830K