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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
WIA
401
World Investment Advisors
California
$702K
CI
402
Cordant Inc
Oregon
$701K
NAMP
403
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$692K
SAI
404
Savvy Advisors Inc
New York
$686K
SCP
405
Stevens Capital Partners
Nebraska
$682K
CNBT
406
Canandaigua National Bank & Trust
New York
$676K
FTUS
407
Flow Traders U.S.
New York
$671K
SWM
408
Spire Wealth Management
Virginia
$669K
CGPCS
409
Capital Group Private Client Services
California
$668K
EWA
410
EverSource Wealth Advisors
Alabama
$663K
SWA
411
Sax Wealth Advisors
New Jersey
$659K
PIA
412
Perennial Investment Advisors
California
$657K
IIC
413
Ironwood Investment Counsel
Arizona
$657K
SHWM
414
Smith & Howard Wealth Management
Georgia
$645K
AF
415
Allworth Financial
California
$644K
PC
416
Port Capital
Illinois
$644K
RT
417
Rockland Trust
Massachusetts
$642K
VA
418
Valmark Advisers
Ohio
$641K
SIA
419
Stegner Investment Associates
Kentucky
$635K
RIS
420
Retirement Income Solutions
Michigan
$635K
BSTWA
421
Blake Schutter Theil Wealth Advisors
Ohio
$633K
FF
422
Friday Financial
Iowa
$632K
RSWM
423
Robertson Stephens Wealth Management
California
$629K
PFM
424
Phillips Financial Management
Indiana
$628K
MMA
425
Miracle Mile Advisors
California
$624K