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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
BI
451
Berkeley Inc
Idaho
$567K
JWM
452
JP Wealth Management
South Carolina
$567K
CWM
453
Cahaba Wealth Management
Georgia
$564K
GHA
454
Granite Harbor Advisors
Texas
$564K
SA
455
Skyline Advisors
Washington
$559K
MC
456
Mathes Company
New York
$558K
PCIA
457
Prime Capital Investment Advisors
Kansas
$552K
ZF
458
Zhang Financial
Michigan
$544K
DRP
459
Decker Retirement Planning
Utah
$544K
TPWA
460
Twin Peaks Wealth Advisors
California
$542K
PIA
461
Pinion Investment Advisors
Kansas
$537K
FNBOO
462
First National Bank of Omaha
Nebraska
$535K
SAM
463
Silvercrest Asset Management
New York
$534K
TWP
464
Total Wealth Planning
Ohio
$533K
1SB
465
1ST Source Bank
Indiana
$531K
GGA
466
Granite Group Advisors
Connecticut
$531K
HCMT
467
Highland Capital Management (Tennessee)
Tennessee
$528K
EA
468
Enclave Advisors
Texas
$525K
AWM
469
Atticus Wealth Management
Florida
$525K
BMCM
470
Bryn Mawr Capital Management
Pennsylvania
$522K
WWM
471
Western Wealth Management
Colorado
$518K
EAM
472
Evanson Asset Management
California
$517K
SB
473
Simmons Bank
Arkansas
$517K
GSWM
474
Greenup Street Wealth Management
Michigan
$515K
AWMS
475
Advocacy Wealth Management Services
Georgia
$513K