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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
SW
626
SkyOak Wealth
Michigan
$280K
FT
627
Fiduciary Trust
Massachusetts
$280K
MC
628
Moors & Cabot
Massachusetts
$277K
KFI
629
Key Financial Inc
Pennsylvania
$276K
FHB
630
First Hawaiian Bank
Hawaii
$274K
SFG
631
Snider Financial Group
Washington
$273K
EPM
632
Elm Partners Management
Pennsylvania
$272K
MA
633
MONECO Advisors
Connecticut
$271K
GWM
634
GSB Wealth Management
Connecticut
$270K
SAM
635
Strive Asset Management
Ohio
$269K
OIA
636
OneDigital Investment Advisors
Kansas
$266K
LFAS
637
Level Four Advisory Services
Texas
$266K
VCA
638
Verdence Capital Advisors
Maryland
$266K
PFM
639
Peak Financial Management
Massachusetts
$265K
IIL
640
Insight Inv LLC
California
$260K
RWA
641
River Wealth Advisors
Pennsylvania
$260K
FM
642
Foster & Motley
Ohio
$259K
RC
643
Rahlfs Capital
Texas
$258K
SMA
644
Sage Mountain Advisors
Georgia
$257K
PMFA
645
Plante Moran Financial Advisors
Michigan
$257K
DWP
646
Daymark Wealth Partners
Ohio
$256K
MBT
647
Montecito Bank & Trust
California
$253K
Citadel Advisors
648
Citadel Advisors
Florida
$253K
SFG
649
SNS Financial Group
Minnesota
$253K
MWP
650
Madison Wealth Partners
Wisconsin
$251K