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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
RWMH
626
Riverpoint Wealth Management Holdings
Illinois
$284K
SDJVC
627
St. Denis J. Villere & Co
Louisiana
$284K
MCA
628
Maryland Capital Advisors
Maryland
$283K
MWM
629
Modern Wealth Management
Kansas
$283K
CCC
630
Compass Capital Corp
Massachusetts
$282K
SW
631
SkyOak Wealth
Michigan
$280K
FT
632
Fiduciary Trust
Massachusetts
$280K
MC
633
Moors & Cabot
Massachusetts
$277K
KFI
634
Key Financial Inc
Pennsylvania
$276K
FHB
635
First Hawaiian Bank
Hawaii
$274K
SFG
636
Snider Financial Group
Washington
$273K
EPM
637
Elm Partners Management
Pennsylvania
$272K
MA
638
MONECO Advisors
Connecticut
$271K
GWM
639
GSB Wealth Management
Connecticut
$270K
SAM
640
Strive Asset Management
Ohio
$269K
OIA
641
OneDigital Investment Advisors
Kansas
$266K
LFAS
642
Level Four Advisory Services
Texas
$266K
VCA
643
Verdence Capital Advisors
Maryland
$266K
PFM
644
Peak Financial Management
Massachusetts
$265K
IIL
645
Insight Inv LLC
California
$260K
RWA
646
River Wealth Advisors
Pennsylvania
$260K
FM
647
Foster & Motley
Ohio
$259K
RC
648
Rahlfs Capital
Texas
$258K
SMA
649
Sage Mountain Advisors
Georgia
$257K
PMFA
650
Plante Moran Financial Advisors
Michigan
$257K