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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
MBT
651
Montecito Bank & Trust
California
$253K
Citadel Advisors
652
Citadel Advisors
Florida
$253K
SFG
653
SNS Financial Group
Minnesota
$253K
MWP
654
Madison Wealth Partners
Wisconsin
$251K
GWS
655
Glassman Wealth Services
Virginia
$251K
GIA
656
GHP Investment Advisors
Colorado
$251K
AFC
657
AFT Forsyth & Company
Florida
$251K
GGS
658
Galvin Gaustad & Stein
Arizona
$250K
SC
659
SouthState Corp
Florida
$249K
LIM
660
Lathrop Investment Management
Arkansas
$249K
MSAM
661
Moloney Securities Asset Management
Missouri
$249K
FA
662
FSA Advisors
Michigan
$249K
EIA
663
Edgemoor Investment Advisors
Maryland
$247K
FIM
664
Freedom Investment Management
Connecticut
$246K
GCM
665
Gallacher Capital Management
Colorado
$245K
SCA
666
Snowden Capital Advisors
New York
$244K
FWMP
667
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$243K
MPCL
668
My Personal CFO LLC
Washington
$243K
EIA
669
Eldridge Investment Advisors
New Hampshire
$242K
CTA
670
Chesley Taft & Associates
Illinois
$241K
SIC
671
Sigma Investment Counselors
Michigan
$241K
BW
672
BostonPremier Wealth
Massachusetts
$240K
CWM
673
Calamos Wealth Management
Illinois
$238K
WMA
674
West Michigan Advisors
Michigan
$236K
GC
675
Grimes & Company
Massachusetts
$236K