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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
DW30
501
Drucker Wealth 3.0
New Jersey
$471K
Chevy Chase Trust
502
Chevy Chase Trust
Maryland
$471K
SWP
503
Sagespring Wealth Partners
Tennessee
$462K
PWM
504
Perigon Wealth Management
California
$456K
BAM
505
Berkshire Asset Management
Pennsylvania
$452K
PA
506
Pinnacle Associates
New York
$452K
AIM
507
Allen Investment Management
New York
$451K
FLPIM
508
F.L. Putnam Investment Management
Massachusetts
$449K
CBA
509
Coastal Bridge Advisors
Connecticut
$447K
WIC
510
Woodmont Investment Counsel
Tennessee
$447K
GBT
511
Grove Bank & Trust
Florida
$447K
JWA
512
JFS Wealth Advisors
Pennsylvania
$442K
IWA
513
Icon Wealth Advisors
Texas
$442K
PPC
514
Park Place Capital
Alabama
$437K
CIA
515
Capital Investment Advisors
Georgia
$436K
HAS
516
Holland Advisory Services
Florida
$435K
FTWA
517
Fifth Third Wealth Advisors
Ohio
$435K
RIM
518
Rockbridge Investment Management
New York
$433K
AHC
519
Anderson Hoagland & Co
Missouri
$433K
FUBT
520
First United Bank & Trust
Maryland
$432K
LBC
521
Lowe Brockenbrough & Co
Virginia
$432K
LWM
522
LJI Wealth Management
Indiana
$431K
TC
523
Trilogy Capital
California
$431K
TWM
524
Topsail Wealth Management
North Carolina
$431K
AWA
525
American Wealth Advisors
Georgia
$428K