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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
FA
476
Financial Alternatives
California
$511K
GAA
477
Guardian Asset Advisors
Pennsylvania
$510K
IA
478
Integrity Alliance
Iowa
$510K
AAS
479
Ameritas Advisory Services
Nebraska
$510K
OP
480
ORG Partners
Indiana
$508K
PCA
481
Pallas Capital Advisors
Massachusetts
$505K
Prudential Financial
482
Prudential Financial
New Jersey
$503K
GPA
483
Guidance Point Advisors
Massachusetts
$499K
FF
484
Finley Financial
Nevada
$498K
VFA
485
Valeo Financial Advisors
Indiana
$493K
HW
486
Hancock Whitney
Mississippi
$493K
BEAM
487
Baker Ellis Asset Management
Washington
$491K
VT
488
Vise Technologies
New York
$491K
CIA
489
Compass Ion Advisors
Pennsylvania
$489K
WP
490
WealthPLAN Partners
Nebraska
$488K
WIM
491
Wittenberg Investment Management
Massachusetts
$486K
2WWM
492
21 West Wealth Management
California
$478K
MFGP
493
Marshall Financial Group (Pennsylvania)
Pennsylvania
$478K
CT
494
Colonial Trust
South Carolina
$477K
DFG
495
Dynamic Financial Group
Iowa
$477K
AC
496
Apella Capital
Connecticut
$476K
CFG
497
Cooper Financial Group
California
$476K
CIA
498
Concurrent Investment Advisors
Florida
$475K
NCM
499
NCM Capital Management
New Jersey
$475K
LFA
500
LGT Financial Advisors
Texas
$472K