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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
PLFA
26
Pacific Life Fund Advisors
California
$86.6M
Raymond James Financial
27
Raymond James Financial
Florida
$81.1M
HWA
28
Heritage Wealth Advisors
Virginia
$73.3M
MCC
29
Money Concepts Capital
Florida
$61.1M
Truist Financial
30
Truist Financial
North Carolina
$60.1M
EH
31
Equitable Holdings
New York
$57M
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$56.2M
AWM
33
AE Wealth Management
Kansas
$51.3M
Lido Advisors
34
Lido Advisors
California
$46.7M
ANTB
35
AMG National Trust Bank
Colorado
$46.2M
Mariner
36
Mariner
Kansas
$41.3M
SW
37
SVB Wealth
Massachusetts
$40.6M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$39.5M
CPIG
39
Chicago Partners Investment Group
Illinois
$37M
OCM
40
One Capital Management
California
$36M
CMA
41
Cedar Mountain Advisors
Oregon
$35.2M
GI
42
GLOBALT Investments
Georgia
$33.3M
Osaic Holdings
43
Osaic Holdings
Arizona
$33.1M
LL
44
LPWM LLC
Minnesota
$31.5M
HighTower Advisors
45
HighTower Advisors
Illinois
$30.1M
ACA
46
Anchor Capital Advisors
Massachusetts
$29.9M
WFAG
47
Wescott Financial Advisory Group
Pennsylvania
$29.4M
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$28M
KeyBank National Association
49
KeyBank National Association
Ohio
$27.9M
MGIA
50
Moneta Group Investment Advisors
Missouri
$25.1M