IWS icon

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