IWS icon

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
LWM
526
LongView Wealth Management
Georgia
$423K
GWP
527
Gateway Wealth Partners
Wisconsin
$422K
FB
528
First Bancorp
Maine
$419K
PAI
529
Pittenger & Anderson Inc
Nebraska
$419K
FWM
530
FLP Wealth Management
Arkansas
$416K
AP
531
Appleton Partners
Massachusetts
$415K
CWM
532
Cranbrook Wealth Management
Michigan
$415K
RCM
533
Richardson Capital Management
Wisconsin
$414K
MCWS
534
McKinley Carter Wealth Services
West Virginia
$414K
FCM
535
Firestone Capital Management
Florida
$413K
FFO
536
Fortitude Family Office
Arizona
$413K
LAS
537
Lloyd Advisory Services
Georgia
$413K
NEWAS
538
N.E.W. Advisory Services
Wisconsin
$413K
BCG
539
Breakwater Capital Group
New Jersey
$412K
PCS
540
Private Client Services
Kentucky
$410K
PIFP
541
Partners in Financial Planning
Virginia
$407K
DI
542
DAGCO Inc
Ohio
$400K
NL
543
NWAM LLC
Washington
$398K
FB
544
Fulton Bank
Pennsylvania
$397K
SW
545
SMART Wealth
Nebraska
$395K
DTC
546
Davidson Trust Company
Washington
$392K
GJIA
547
Glass Jacobson Investment Advisors
Maryland
$392K
CFP
548
Cascade Financial Partners
California
$391K
CTWM
549
Cherry Tree Wealth Management
Minnesota
$390K
KCM
550
Kanawha Capital Management
Virginia
$386K