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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
SDJVC
626
St. Denis J. Villere & Co
Louisiana
$284K
MCA
627
Maryland Capital Advisors
Maryland
$283K
MWM
628
Modern Wealth Management
Kansas
$283K
CCC
629
Compass Capital Corp
Massachusetts
$282K
SW
630
SkyOak Wealth
Michigan
$280K
FT
631
Fiduciary Trust
Massachusetts
$280K
MC
632
Moors & Cabot
Massachusetts
$277K
KFI
633
Key Financial Inc
Pennsylvania
$276K
FHB
634
First Hawaiian Bank
Hawaii
$274K
SFG
635
Snider Financial Group
Washington
$273K
EPM
636
Elm Partners Management
Pennsylvania
$272K
MA
637
MONECO Advisors
Connecticut
$271K
GWM
638
GSB Wealth Management
Connecticut
$270K
SAM
639
Strive Asset Management
Ohio
$269K
OIA
640
OneDigital Investment Advisors
Kansas
$266K
LFAS
641
Level Four Advisory Services
Texas
$266K
VCA
642
Verdence Capital Advisors
Maryland
$266K
PFM
643
Peak Financial Management
Massachusetts
$265K
IIL
644
Insight Inv LLC
California
$260K
RWA
645
River Wealth Advisors
Pennsylvania
$260K
FM
646
Foster & Motley
Ohio
$259K
RC
647
Rahlfs Capital
Texas
$258K
SMA
648
Sage Mountain Advisors
Georgia
$257K
PMFA
649
Plante Moran Financial Advisors
Michigan
$257K
DWP
650
Daymark Wealth Partners
Ohio
$256K