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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
DWP
651
Daymark Wealth Partners
Ohio
$256K
MBT
652
Montecito Bank & Trust
California
$253K
Citadel Advisors
653
Citadel Advisors
Florida
$253K
SFG
654
SNS Financial Group
Minnesota
$253K
MWP
655
Madison Wealth Partners
Wisconsin
$251K
GWS
656
Glassman Wealth Services
Virginia
$251K
GIA
657
GHP Investment Advisors
Colorado
$251K
AFC
658
AFT Forsyth & Company
Florida
$251K
GGS
659
Galvin Gaustad & Stein
Arizona
$250K
SWGC
660
Summit Wealth Group (Colorado)
Colorado
$249K
SC
661
SouthState Corp
Florida
$249K
LIM
662
Lathrop Investment Management
Arkansas
$249K
MSAM
663
Moloney Securities Asset Management
Missouri
$249K
FA
664
FSA Advisors
Michigan
$249K
EIA
665
Edgemoor Investment Advisors
Maryland
$247K
FIM
666
Freedom Investment Management
Connecticut
$246K
GCM
667
Gallacher Capital Management
Colorado
$245K
SCA
668
Snowden Capital Advisors
New York
$244K
FWMP
669
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$243K
MPCL
670
My Personal CFO LLC
Washington
$243K
EIA
671
Eldridge Investment Advisors
New Hampshire
$242K
CTA
672
Chesley Taft & Associates
Illinois
$241K
SIC
673
Sigma Investment Counselors
Michigan
$241K
BW
674
BostonPremier Wealth
Massachusetts
$240K
CWM
675
Calamos Wealth Management
Illinois
$238K