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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
EFS
426
Essex Financial Services
Connecticut
$624K
CTC
427
Central Trust Company
Missouri
$623K
MTIC
428
Missouri Trust & Investment Company
Missouri
$622K
CCAL
429
City Center Advisors LLC
Michigan
$618K
MCM
430
Manchester Capital Management
Vermont
$611K
TGAM
431
TBH Global Asset Management
Tennessee
$609K
PA
432
PFG Advisors
Arizona
$609K
Boston Partners
433
Boston Partners
Massachusetts
$607K
RTL
434
Red Tortoise LLC
Georgia
$606K
WT
435
Washington Trust
Rhode Island
$603K
BFA
436
Bragg Financial Advisors
North Carolina
$603K
B
437
Bensler
Washington
$602K
CFG
438
Cornerstone Financial Group
Nebraska
$597K
AAS
439
Annex Advisory Services
Wisconsin
$593K
PI
440
PFG Investments
New York
$591K
GWA
441
Geometric Wealth Advisors
District of Columbia
$590K
IC
442
IEQ Capital
California
$589K
FMN
443
Financial Management Network
California
$586K
PB
444
Pinnacle Bancorp
Nebraska
$586K
BB
445
Busey Bank
Illinois
$584K
DT
446
Diversified Trust
Tennessee
$574K
PWP
447
Principle Wealth Partners
Connecticut
$574K
E3F
448
Eight 31 Financial
Texas
$573K
WH
449
Willner & Heller
California
$573K
CB
450
Centennial Bank
Arkansas
$573K