IWS icon

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
PCA
551
Prosperity Capital Advisors
Ohio
$376K
BA
552
Bridgewater Advisors
New York
$376K
FFC
553
First Financial Corp
Indiana
$374K
NL
554
NWAM LLC
Washington
$372K
LSWP
555
Liberty Square Wealth Partners
Pennsylvania
$372K
SWA
556
Stratos Wealth Advisors
Ohio
$372K
SCM
557
SCS Capital Management
Massachusetts
$369K
NAM
558
NTV Asset Management
West Virginia
$367K
BCM
559
BTC Capital Management
Iowa
$366K
VAG
560
VisionPoint Advisory Group
Texas
$364K
Russell Investments Group
561
Russell Investments Group
United Kingdom
$363K
FWP
562
Fiduciary Wealth Partners
Massachusetts
$362K
IA
563
IFG Advisory
Georgia
$361K
APW
564
Acima Private Wealth
Virginia
$361K
UAG
565
United Advisor Group
Ohio
$361K
MOS
566
MGO One Seven
Ohio
$360K
BIG
567
Builder Investment Group
Georgia
$359K
PPWM
568
PFG Private Wealth Management
Florida
$359K
IWS
569
Integrity Wealth Solutions
Colorado
$359K
CW
570
CreativeOne Wealth
Kansas
$356K
FA
571
Flagstar Advisors
New York
$356K
VDI
572
Vaughan David Investments
Illinois
$354K
AA
573
Ancora Advisors
Ohio
$353K
CCM
574
Cohen Capital Management
California
$353K
VFPW
575
Vantage Financial Partners (Wisconsin)
Wisconsin
$352K