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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
JWM
451
JP Wealth Management
South Carolina
$567K
CWM
452
Cahaba Wealth Management
Georgia
$564K
GHA
453
Granite Harbor Advisors
Texas
$564K
SA
454
Skyline Advisors
Washington
$559K
MC
455
Mathes Company
New York
$558K
PCIA
456
Prime Capital Investment Advisors
Kansas
$552K
ZF
457
Zhang Financial
Michigan
$544K
DRP
458
Decker Retirement Planning
Utah
$544K
TPWA
459
Twin Peaks Wealth Advisors
California
$542K
PIA
460
Pinion Investment Advisors
Kansas
$537K
FNBOO
461
First National Bank of Omaha
Nebraska
$535K
SAM
462
Silvercrest Asset Management
New York
$534K
TWP
463
Total Wealth Planning
Ohio
$533K
1SB
464
1ST Source Bank
Indiana
$531K
GGA
465
Granite Group Advisors
Connecticut
$531K
HCMT
466
Highland Capital Management (Tennessee)
Tennessee
$528K
EA
467
Enclave Advisors
Texas
$525K
AWM
468
Atticus Wealth Management
Florida
$525K
BMCM
469
Bryn Mawr Capital Management
Pennsylvania
$522K
WWM
470
Western Wealth Management
Colorado
$518K
EAM
471
Evanson Asset Management
California
$517K
SB
472
Simmons Bank
Arkansas
$517K
GSWM
473
Greenup Street Wealth Management
Michigan
$515K
AWMS
474
Advocacy Wealth Management Services
Georgia
$513K
FA
475
Financial Alternatives
California
$511K