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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
RBC
376
Romano Brothers & Co
Illinois
$799K
PWM
377
Parkshore Wealth Management
California
$791K
MFIM
378
Mesirow Financial Investment Management
Illinois
$785K
FCH
379
Freestone Capital Holdings
Washington
$781K
HWM
380
HB Wealth Management
Georgia
$777K
SFPG
381
Stonebridge Financial Planning Group
Florida
$768K
RMDI
382
R.M. Davis Inc
Maine
$761K
PCH
383
PGIM Custom Harvest
New Jersey
$753K
SAW
384
Signal Advisors Wealth
Michigan
$753K
AUB
385
Atlantic Union Bankshares
Virginia
$750K
MMG
386
Monetary Management Group
Missouri
$747K
BA
387
Ballew Advisors
Mississippi
$746K
RW
388
Regimen Wealth
Georgia
$742K
KWA
389
Kingswood Wealth Advisors
California
$739K
ONB
390
Old National Bancorp
Indiana
$736K
GFP
391
Gryphon Financial Partners
Ohio
$726K
AF
392
Advisornet Financial
Minnesota
$725K
ODIJL
393
One Day In July LLC
Vermont
$717K
HIP
394
HUB Investment Partners
Texas
$709K
PPW
395
Parcion Private Wealth
Washington
$705K
AA
396
Alesco Advisors
New York
$704K
WIA
397
World Investment Advisors
California
$702K
CI
398
Cordant Inc
Oregon
$701K
NAMP
399
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$692K
SAI
400
Savvy Advisors Inc
New York
$686K