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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
FVWA
601
Foster Victor Wealth Advisors
South Carolina
$321K
KL
602
KilterHowling LLC
Colorado
$321K
MIC
603
Means Investment Company
Maine
$321K
Fisher Asset Management
604
Fisher Asset Management
Washington
$320K
TF
605
Theory Financial
Colorado
$320K
PD
606
Planning Directions
Pennsylvania
$319K
PCA
607
Providence Capital Advisors
North Carolina
$319K
BWM
608
BCGM Wealth Management
Indiana
$318K
RFN
609
RDA Financial Network
Iowa
$316K
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K
CFG
611
Citizens Financial Group
Rhode Island
$316K
NCM
612
Next Capital Management
New York
$314K
TC
613
TownSquare Capital
Utah
$309K
QCM
614
QRG Capital Management
Illinois
$308K
AA
615
Aire Advisors
California
$305K
ATC
616
Argent Trust Co
Tennessee
$305K
ESB
617
Essex Savings Bank
Connecticut
$303K
LKWM
618
Lee-Kelleher Wealth Management
Maryland
$298K
HI
619
Harbour Investments
Wisconsin
$298K
CAG
620
Crestwood Advisors Group
Massachusetts
$294K
LFS
621
Legacy Financial Strategies
Kansas
$289K
RIA
622
Regal Investment Advisors
Michigan
$289K
RA
623
Ruggaard & Associates
Ohio
$287K
AWG
624
Altus Wealth Group
Colorado
$286K
RWMH
625
Riverpoint Wealth Management Holdings
Illinois
$284K