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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
AP
526
Appleton Partners
Massachusetts
$415K
CWM
527
Cranbrook Wealth Management
Michigan
$415K
RCM
528
Richardson Capital Management
Wisconsin
$414K
MCWS
529
McKinley Carter Wealth Services
West Virginia
$414K
FCM
530
Firestone Capital Management
Florida
$413K
FFO
531
Fortitude Family Office
Arizona
$413K
LAS
532
Lloyd Advisory Services
Georgia
$413K
NEWAS
533
N.E.W. Advisory Services
Wisconsin
$413K
BCG
534
Breakwater Capital Group
New Jersey
$412K
PCS
535
Private Client Services
Kentucky
$410K
PIFP
536
Partners in Financial Planning
Virginia
$407K
DI
537
DAGCO Inc
Ohio
$400K
FB
538
Fulton Bank
Pennsylvania
$397K
SW
539
SMART Wealth
Nebraska
$395K
DTC
540
Davidson Trust Company
Washington
$392K
GJIA
541
Glass Jacobson Investment Advisors
Maryland
$392K
CFP
542
Cascade Financial Partners
California
$391K
CTWM
543
Cherry Tree Wealth Management
Minnesota
$390K
KCM
544
Kanawha Capital Management
Virginia
$386K
GFL
545
Granite FO LLC
New Hampshire
$384K
RBFC
546
Roman Butler Fullerton & Co
Missouri
$382K
NWM
547
Navigation Wealth Management
Colorado
$382K
FWTB
548
First Western Trust Bank
Colorado
$379K
NAS
549
Nicolet Advisory Services
Wisconsin
$379K
EWM
550
Empirical Wealth Management
Washington
$377K