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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
CSP
376
Cary Street Partners
Virginia
$820K
BRWA
377
B. Riley Wealth Advisors
Florida
$817K
CGA
378
Crescent Grove Advisors
Illinois
$812K
RBC
379
Romano Brothers & Co
Illinois
$799K
KP
380
Keel Point
Alabama
$794K
PWM
381
Parkshore Wealth Management
California
$791K
MFIM
382
Mesirow Financial Investment Management
Illinois
$785K
FCH
383
Freestone Capital Holdings
Washington
$781K
HWM
384
HB Wealth Management
Georgia
$777K
SFPG
385
Stonebridge Financial Planning Group
Florida
$768K
RMDI
386
R.M. Davis Inc
Maine
$761K
PCH
387
PGIM Custom Harvest
New Jersey
$753K
SAW
388
Signal Advisors Wealth
Michigan
$753K
AUB
389
Atlantic Union Bankshares
Virginia
$750K
MMG
390
Monetary Management Group
Missouri
$747K
BA
391
Ballew Advisors
Mississippi
$746K
RW
392
Regimen Wealth
Georgia
$742K
KWA
393
Kingswood Wealth Advisors
California
$739K
ONB
394
Old National Bancorp
Indiana
$736K
GFP
395
Gryphon Financial Partners
Ohio
$726K
AF
396
Advisornet Financial
Minnesota
$725K
ODIJL
397
One Day In July LLC
Vermont
$717K
HIP
398
HUB Investment Partners
Texas
$709K
PPW
399
Parcion Private Wealth
Washington
$705K
AA
400
Alesco Advisors
New York
$704K