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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
PCA
476
Pallas Capital Advisors
Massachusetts
$505K
Prudential Financial
477
Prudential Financial
New Jersey
$503K
GPA
478
Guidance Point Advisors
Massachusetts
$499K
FF
479
Finley Financial
Nevada
$498K
VFA
480
Valeo Financial Advisors
Indiana
$493K
HW
481
Hancock Whitney
Mississippi
$493K
BEAM
482
Baker Ellis Asset Management
Washington
$491K
VT
483
Vise Technologies
New York
$491K
CIA
484
Compass Ion Advisors
Pennsylvania
$489K
WP
485
WealthPLAN Partners
Nebraska
$488K
WIM
486
Wittenberg Investment Management
Massachusetts
$486K
2WWM
487
21 West Wealth Management
California
$478K
MFGP
488
Marshall Financial Group (Pennsylvania)
Pennsylvania
$478K
CT
489
Colonial Trust
South Carolina
$477K
DFG
490
Dynamic Financial Group
Iowa
$477K
AC
491
Apella Capital
Connecticut
$476K
CFG
492
Cooper Financial Group
California
$476K
CIA
493
Concurrent Investment Advisors
Florida
$475K
NCM
494
NCM Capital Management
New Jersey
$475K
LFA
495
LGT Financial Advisors
Texas
$472K
DW30
496
Drucker Wealth 3.0
New Jersey
$471K
Chevy Chase Trust
497
Chevy Chase Trust
Maryland
$471K
SWP
498
Sagespring Wealth Partners
Tennessee
$462K
PWM
499
Perigon Wealth Management
California
$456K
BAM
500
Berkshire Asset Management
Pennsylvania
$452K