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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
TF
601
Theory Financial
Colorado
$320K
PD
602
Planning Directions
Pennsylvania
$319K
PCA
603
Providence Capital Advisors
North Carolina
$319K
BWM
604
BCGM Wealth Management
Indiana
$318K
RFN
605
RDA Financial Network
Iowa
$316K
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K
CFG
607
Citizens Financial Group
Rhode Island
$316K
NCM
608
Next Capital Management
New York
$314K
TC
609
TownSquare Capital
Utah
$309K
QCM
610
QRG Capital Management
Illinois
$308K
AA
611
Aire Advisors
California
$305K
ATC
612
Argent Trust Co
Tennessee
$305K
ESB
613
Essex Savings Bank
Connecticut
$303K
LKWM
614
Lee-Kelleher Wealth Management
Maryland
$298K
HI
615
Harbour Investments
Wisconsin
$298K
CAG
616
Crestwood Advisors Group
Massachusetts
$294K
LFS
617
Legacy Financial Strategies
Kansas
$289K
RIA
618
Regal Investment Advisors
Michigan
$289K
RA
619
Ruggaard & Associates
Ohio
$287K
AWG
620
Altus Wealth Group
Colorado
$286K
RWMH
621
Riverpoint Wealth Management Holdings
Illinois
$284K
SDJVC
622
St. Denis J. Villere & Co
Louisiana
$284K
MCA
623
Maryland Capital Advisors
Maryland
$283K
MWM
624
Modern Wealth Management
Kansas
$283K
CCC
625
Compass Capital Corp
Massachusetts
$282K