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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
GAA
476
Guardian Asset Advisors
Pennsylvania
$510K
IA
477
Integrity Alliance
Iowa
$510K
AAS
478
Ameritas Advisory Services
Nebraska
$510K
OP
479
ORG Partners
Indiana
$508K
PCA
480
Pallas Capital Advisors
Massachusetts
$505K
Prudential Financial
481
Prudential Financial
New Jersey
$503K
GPA
482
Guidance Point Advisors
Massachusetts
$499K
FF
483
Finley Financial
Nevada
$498K
VFA
484
Valeo Financial Advisors
Indiana
$493K
HW
485
Hancock Whitney
Mississippi
$493K
BEAM
486
Baker Ellis Asset Management
Washington
$491K
VT
487
Vise Technologies
New York
$491K
CIA
488
Compass Ion Advisors
Pennsylvania
$489K
WP
489
WealthPLAN Partners
Nebraska
$488K
WIM
490
Wittenberg Investment Management
Massachusetts
$486K
2WWM
491
21 West Wealth Management
California
$478K
MFGP
492
Marshall Financial Group (Pennsylvania)
Pennsylvania
$478K
CT
493
Colonial Trust
South Carolina
$477K
DFG
494
Dynamic Financial Group
Iowa
$477K
AC
495
Apella Capital
Connecticut
$476K
CFG
496
Cooper Financial Group
California
$476K
CIA
497
Concurrent Investment Advisors
Florida
$475K
NCM
498
NCM Capital Management
New Jersey
$475K
LFA
499
LGT Financial Advisors
Texas
$472K
DW30
500
Drucker Wealth 3.0
New Jersey
$471K