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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
PP
601
Postrock Partners
Oregon
$322K
FVWA
602
Foster Victor Wealth Advisors
South Carolina
$321K
KL
603
KilterHowling LLC
Colorado
$321K
MIC
604
Means Investment Company
Maine
$321K
Fisher Asset Management
605
Fisher Asset Management
Washington
$320K
TF
606
Theory Financial
Colorado
$320K
PD
607
Planning Directions
Pennsylvania
$319K
PCA
608
Providence Capital Advisors
North Carolina
$319K
BWM
609
BCGM Wealth Management
Indiana
$318K
RFN
610
RDA Financial Network
Iowa
$316K
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K
CFG
612
Citizens Financial Group
Rhode Island
$316K
NCM
613
Next Capital Management
New York
$314K
TC
614
TownSquare Capital
Utah
$309K
QCM
615
QRG Capital Management
Illinois
$308K
AA
616
Aire Advisors
California
$305K
ATC
617
Argent Trust Co
Tennessee
$305K
ESB
618
Essex Savings Bank
Connecticut
$303K
LKWM
619
Lee-Kelleher Wealth Management
Maryland
$298K
HI
620
Harbour Investments
Wisconsin
$298K
CAG
621
Crestwood Advisors Group
Massachusetts
$294K
LFS
622
Legacy Financial Strategies
Kansas
$289K
RIA
623
Regal Investment Advisors
Michigan
$289K
RA
624
Ruggaard & Associates
Ohio
$287K
AWG
625
Altus Wealth Group
Colorado
$286K