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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
GWP
526
Gateway Wealth Partners
Wisconsin
$422K
FB
527
First Bancorp
Maine
$419K
PAI
528
Pittenger & Anderson Inc
Nebraska
$419K
FWM
529
FLP Wealth Management
Arkansas
$416K
AP
530
Appleton Partners
Massachusetts
$415K
CWM
531
Cranbrook Wealth Management
Michigan
$415K
RCM
532
Richardson Capital Management
Wisconsin
$414K
MCWS
533
McKinley Carter Wealth Services
West Virginia
$414K
FCM
534
Firestone Capital Management
Florida
$413K
FFO
535
Fortitude Family Office
Arizona
$413K
LAS
536
Lloyd Advisory Services
Georgia
$413K
NEWAS
537
N.E.W. Advisory Services
Wisconsin
$413K
BCG
538
Breakwater Capital Group
New Jersey
$412K
PCS
539
Private Client Services
Kentucky
$410K
PIFP
540
Partners in Financial Planning
Virginia
$407K
DI
541
DAGCO Inc
Ohio
$400K
FB
542
Fulton Bank
Pennsylvania
$397K
SW
543
SMART Wealth
Nebraska
$395K
DTC
544
Davidson Trust Company
Washington
$392K
GJIA
545
Glass Jacobson Investment Advisors
Maryland
$392K
CFP
546
Cascade Financial Partners
California
$391K
CTWM
547
Cherry Tree Wealth Management
Minnesota
$390K
KCM
548
Kanawha Capital Management
Virginia
$386K
GFL
549
Granite FO LLC
New Hampshire
$384K
RBFC
550
Roman Butler Fullerton & Co
Missouri
$382K