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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
GWS
651
Glassman Wealth Services
Virginia
$251K
GIA
652
GHP Investment Advisors
Colorado
$251K
AFC
653
AFT Forsyth & Company
Florida
$251K
GGS
654
Galvin Gaustad & Stein
Arizona
$250K
SC
655
SouthState Corp
Florida
$249K
LIM
656
Lathrop Investment Management
Arkansas
$249K
MSAM
657
Moloney Securities Asset Management
Missouri
$249K
FA
658
FSA Advisors
Michigan
$249K
EIA
659
Edgemoor Investment Advisors
Maryland
$247K
FIM
660
Freedom Investment Management
Connecticut
$246K
GCM
661
Gallacher Capital Management
Colorado
$245K
SCA
662
Snowden Capital Advisors
New York
$244K
FWMP
663
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$243K
MPCL
664
My Personal CFO LLC
Washington
$243K
EIA
665
Eldridge Investment Advisors
New Hampshire
$242K
CTA
666
Chesley Taft & Associates
Illinois
$241K
SIC
667
Sigma Investment Counselors
Michigan
$241K
BW
668
BostonPremier Wealth
Massachusetts
$240K
CWM
669
Calamos Wealth Management
Illinois
$238K
WMA
670
West Michigan Advisors
Michigan
$236K
GC
671
Grimes & Company
Massachusetts
$236K
IWA
672
IBEX Wealth Advisors
New Jersey
$235K
LA
673
Legacy Advisors
Pennsylvania
$235K
UIM
674
Unified Investment Management
Georgia
$233K
SAM
675
Synergy Asset Management
Washington
$233K