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