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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
BRWA
376
B. Riley Wealth Advisors
Florida
$817K
CGA
377
Crescent Grove Advisors
Illinois
$812K
RBC
378
Romano Brothers & Co
Illinois
$799K
KP
379
Keel Point
Alabama
$794K
PWM
380
Parkshore Wealth Management
California
$791K
MFIM
381
Mesirow Financial Investment Management
Illinois
$785K
FCH
382
Freestone Capital Holdings
Washington
$781K
HWM
383
HB Wealth Management
Georgia
$777K
SFPG
384
Stonebridge Financial Planning Group
Florida
$768K
RMDI
385
R.M. Davis Inc
Maine
$761K
PCH
386
PGIM Custom Harvest
New Jersey
$753K
SAW
387
Signal Advisors Wealth
Michigan
$753K
AUB
388
Atlantic Union Bankshares
Virginia
$750K
MMG
389
Monetary Management Group
Missouri
$747K
BA
390
Ballew Advisors
Mississippi
$746K
RW
391
Regimen Wealth
Georgia
$742K
KWA
392
Kingswood Wealth Advisors
California
$739K
ONB
393
Old National Bancorp
Indiana
$736K
GFP
394
Gryphon Financial Partners
Ohio
$726K
AF
395
Advisornet Financial
Minnesota
$725K
ODIJL
396
One Day In July LLC
Vermont
$717K
HIP
397
HUB Investment Partners
Texas
$709K
PPW
398
Parcion Private Wealth
Washington
$705K
AA
399
Alesco Advisors
New York
$704K
WIA
400
World Investment Advisors
California
$702K