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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
PA
501
Pinnacle Associates
New York
$452K
AIM
502
Allen Investment Management
New York
$451K
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$449K
CBA
504
Coastal Bridge Advisors
Connecticut
$447K
WIC
505
Woodmont Investment Counsel
Tennessee
$447K
GBT
506
Grove Bank & Trust
Florida
$447K
JWA
507
JFS Wealth Advisors
Pennsylvania
$442K
IWA
508
Icon Wealth Advisors
Texas
$442K
PPC
509
Park Place Capital
Alabama
$437K
CIA
510
Capital Investment Advisors
Georgia
$436K
HAS
511
Holland Advisory Services
Florida
$435K
FTWA
512
Fifth Third Wealth Advisors
Ohio
$435K
RIM
513
Rockbridge Investment Management
New York
$433K
AHC
514
Anderson Hoagland & Co
Missouri
$433K
FUBT
515
First United Bank & Trust
Maryland
$432K
LBC
516
Lowe Brockenbrough & Co
Virginia
$432K
LWM
517
LJI Wealth Management
Indiana
$431K
TC
518
Trilogy Capital
California
$431K
TWM
519
Topsail Wealth Management
North Carolina
$431K
AWA
520
American Wealth Advisors
Georgia
$428K
LWM
521
LongView Wealth Management
Georgia
$423K
GWP
522
Gateway Wealth Partners
Wisconsin
$422K
FB
523
First Bancorp
Maine
$419K
PAI
524
Pittenger & Anderson Inc
Nebraska
$419K
FWM
525
FLP Wealth Management
Arkansas
$416K