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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
Chevy Chase Trust
501
Chevy Chase Trust
Maryland
$471K
SWP
502
Sagespring Wealth Partners
Tennessee
$462K
PWM
503
Perigon Wealth Management
California
$456K
BAM
504
Berkshire Asset Management
Pennsylvania
$452K
PA
505
Pinnacle Associates
New York
$452K
AIM
506
Allen Investment Management
New York
$451K
FLPIM
507
F.L. Putnam Investment Management
Massachusetts
$449K
CBA
508
Coastal Bridge Advisors
Connecticut
$447K
WIC
509
Woodmont Investment Counsel
Tennessee
$447K
GBT
510
Grove Bank & Trust
Florida
$447K
JWA
511
JFS Wealth Advisors
Pennsylvania
$442K
IWA
512
Icon Wealth Advisors
Texas
$442K
PPC
513
Park Place Capital
Alabama
$437K
CIA
514
Capital Investment Advisors
Georgia
$436K
HAS
515
Holland Advisory Services
Florida
$435K
FTWA
516
Fifth Third Wealth Advisors
Ohio
$435K
RIM
517
Rockbridge Investment Management
New York
$433K
AHC
518
Anderson Hoagland & Co
Missouri
$433K
FUBT
519
First United Bank & Trust
Maryland
$432K
LBC
520
Lowe Brockenbrough & Co
Virginia
$432K
LWM
521
LJI Wealth Management
Indiana
$431K
TC
522
Trilogy Capital
California
$431K
TWM
523
Topsail Wealth Management
North Carolina
$431K
AWA
524
American Wealth Advisors
Georgia
$428K
LWM
525
LongView Wealth Management
Georgia
$423K