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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
MC
451
Mathes Company
New York
$558K
PCIA
452
Prime Capital Investment Advisors
Kansas
$552K
ZF
453
Zhang Financial
Michigan
$544K
DRP
454
Decker Retirement Planning
Utah
$544K
TPWA
455
Twin Peaks Wealth Advisors
California
$542K
PIA
456
Pinion Investment Advisors
Kansas
$537K
FNBOO
457
First National Bank of Omaha
Nebraska
$535K
SAM
458
Silvercrest Asset Management
New York
$534K
TWP
459
Total Wealth Planning
Ohio
$533K
1SB
460
1ST Source Bank
Indiana
$531K
GGA
461
Granite Group Advisors
Connecticut
$531K
HCMT
462
Highland Capital Management (Tennessee)
Tennessee
$528K
EA
463
Enclave Advisors
Texas
$525K
AWM
464
Atticus Wealth Management
Florida
$525K
BMCM
465
Bryn Mawr Capital Management
Pennsylvania
$522K
WWM
466
Western Wealth Management
Colorado
$518K
EAM
467
Evanson Asset Management
California
$517K
SB
468
Simmons Bank
Arkansas
$517K
GSWM
469
Greenup Street Wealth Management
Michigan
$515K
AWMS
470
Advocacy Wealth Management Services
Georgia
$513K
FA
471
Financial Alternatives
California
$511K
GAA
472
Guardian Asset Advisors
Pennsylvania
$510K
IA
473
Integrity Alliance
Iowa
$510K
AAS
474
Ameritas Advisory Services
Nebraska
$510K
OP
475
ORG Partners
Indiana
$508K