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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
SFC
676
SYM Financial Corp
Indiana
$232K
PWMAG
677
Pinnacle Wealth Management Advisory Group
New Jersey
$232K
FWMM
678
Foundation Wealth Management (Missouri)
Missouri
$232K
MFG
679
MidWestOne Financial Group
Iowa
$230K
WP
680
WealthShield Partners
North Carolina
$230K
IAG
681
Investmark Advisory Group
Connecticut
$229K
Fiera Capital (Canada)
682
Fiera Capital (Canada)
Quebec, Canada
$228K
CCMG
683
Clark Capital Management Group
Pennsylvania
$228K
BHBT
684
Burke & Herbert Bank & Trust
Virginia
$226K
TSWM
685
Triangle Securities Wealth Management
North Carolina
$226K
MAM
686
Marotta Asset Management
Virginia
$226K
FA
687
FDx Advisors
Illinois
$226K
CMP
688
Coston McIsaac & Partners
Maine
$226K
Empower Advisory Group
689
Empower Advisory Group
Colorado
$226K
NEPWA
690
New England Private Wealth Advisors
Massachusetts
$225K
SWP
691
Summit Wealth Partners
Florida
$225K
NRI
692
NFP Retirement Inc
California
$224K
BTI
693
Blue Trust Inc
Georgia
$224K
OC
694
Oarsman Capital
Wisconsin
$224K
LIA
695
LifePlan Investment Advisors
North Carolina
$223K
TFGT
696
TS Financial Group (TSFG)
Illinois
$222K
ABC
697
Associated Banc-Corp
Wisconsin
$220K
VC
698
Vicus Capital
Pennsylvania
$220K
QWM
699
Quadcap Wealth Management
Texas
$219K
IAA
700
Independent Advisor Alliance
North Carolina
$219K