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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
CTC
426
Central Trust Company
Missouri
$623K
MTIC
427
Missouri Trust & Investment Company
Missouri
$622K
CCAL
428
City Center Advisors LLC
Michigan
$618K
MCM
429
Manchester Capital Management
Vermont
$611K
TGAM
430
TBH Global Asset Management
Tennessee
$609K
PA
431
PFG Advisors
Arizona
$609K
Boston Partners
432
Boston Partners
Massachusetts
$607K
RTL
433
Red Tortoise LLC
Georgia
$606K
WT
434
Washington Trust
Rhode Island
$603K
BFA
435
Bragg Financial Advisors
North Carolina
$603K
B
436
Bensler
Washington
$602K
CFG
437
Cornerstone Financial Group
Nebraska
$597K
AAS
438
Annex Advisory Services
Wisconsin
$593K
PI
439
PFG Investments
New York
$591K
GWA
440
Geometric Wealth Advisors
District of Columbia
$590K
IC
441
IEQ Capital
California
$589K
FMN
442
Financial Management Network
California
$586K
PB
443
Pinnacle Bancorp
Nebraska
$586K
BB
444
Busey Bank
Illinois
$584K
DT
445
Diversified Trust
Tennessee
$574K
PWP
446
Principle Wealth Partners
Connecticut
$574K
E3F
447
Eight 31 Financial
Texas
$573K
WH
448
Willner & Heller
California
$573K
CB
449
Centennial Bank
Arkansas
$573K
BI
450
Berkeley Inc
Idaho
$567K