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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
GFL
551
Granite FO LLC
New Hampshire
$384K
RBFC
552
Roman Butler Fullerton & Co
Missouri
$382K
NWM
553
Navigation Wealth Management
Colorado
$382K
FWTB
554
First Western Trust Bank
Colorado
$379K
NAS
555
Nicolet Advisory Services
Wisconsin
$379K
EWM
556
Empirical Wealth Management
Washington
$377K
PCA
557
Prosperity Capital Advisors
Ohio
$376K
BA
558
Bridgewater Advisors
New York
$376K
FFC
559
First Financial Corp
Indiana
$374K
LSWP
560
Liberty Square Wealth Partners
Pennsylvania
$372K
SWA
561
Stratos Wealth Advisors
Ohio
$372K
SCM
562
SCS Capital Management
Massachusetts
$369K
NAM
563
NTV Asset Management
West Virginia
$367K
BCM
564
BTC Capital Management
Iowa
$366K
VAG
565
VisionPoint Advisory Group
Texas
$364K
Russell Investments Group
566
Russell Investments Group
United Kingdom
$363K
FWP
567
Fiduciary Wealth Partners
Massachusetts
$362K
IA
568
IFG Advisory
Georgia
$361K
APW
569
Acima Private Wealth
Virginia
$361K
UAG
570
United Advisor Group
Ohio
$361K
MOS
571
MGO One Seven
Ohio
$360K
BIG
572
Builder Investment Group
Georgia
$359K
PPWM
573
PFG Private Wealth Management
Florida
$359K
IWS
574
Integrity Wealth Solutions
Colorado
$359K
CW
575
CreativeOne Wealth
Kansas
$356K