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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
SCP
401
Stevens Capital Partners
Nebraska
$682K
CNBT
402
Canandaigua National Bank & Trust
New York
$676K
FTUS
403
Flow Traders U.S.
New York
$671K
SWM
404
Spire Wealth Management
Virginia
$669K
CGPCS
405
Capital Group Private Client Services
California
$668K
EWA
406
EverSource Wealth Advisors
Alabama
$663K
SWA
407
Sax Wealth Advisors
New Jersey
$659K
PIA
408
Perennial Investment Advisors
California
$657K
IIC
409
Ironwood Investment Counsel
Arizona
$657K
SHWM
410
Smith & Howard Wealth Management
Georgia
$645K
PC
411
Port Capital
Illinois
$644K
RT
412
Rockland Trust
Massachusetts
$642K
VA
413
Valmark Advisers
Ohio
$641K
SIA
414
Stegner Investment Associates
Kentucky
$635K
RIS
415
Retirement Income Solutions
Michigan
$635K
BSTWA
416
Blake Schutter Theil Wealth Advisors
Ohio
$633K
FF
417
Friday Financial
Iowa
$632K
RSWM
418
Robertson Stephens Wealth Management
California
$629K
PFM
419
Phillips Financial Management
Indiana
$628K
MMA
420
Miracle Mile Advisors
California
$624K
EFS
421
Essex Financial Services
Connecticut
$624K
CTC
422
Central Trust Company
Missouri
$623K
MTIC
423
Missouri Trust & Investment Company
Missouri
$622K
CCAL
424
City Center Advisors LLC
Michigan
$618K
MCM
425
Manchester Capital Management
Vermont
$611K