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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
NRI
676
NFP Retirement Inc
California
$237K
WMA
677
West Michigan Advisors
Michigan
$236K
GC
678
Grimes & Company
Massachusetts
$236K
IWA
679
IBEX Wealth Advisors
New Jersey
$235K
LA
680
Legacy Advisors
Pennsylvania
$235K
UIM
681
Unified Investment Management
Georgia
$233K
SAM
682
Synergy Asset Management
Washington
$233K
SFC
683
SYM Financial Corp
Indiana
$232K
PWMAG
684
Pinnacle Wealth Management Advisory Group
New Jersey
$232K
FWMM
685
Foundation Wealth Management (Missouri)
Missouri
$232K
MFG
686
MidWestOne Financial Group
Iowa
$230K
WP
687
WealthShield Partners
North Carolina
$230K
IAG
688
Investmark Advisory Group
Connecticut
$229K
Fiera Capital (Canada)
689
Fiera Capital (Canada)
Quebec, Canada
$228K
CCMG
690
Clark Capital Management Group
Pennsylvania
$228K
BHBT
691
Burke & Herbert Bank & Trust
Virginia
$226K
TSWM
692
Triangle Securities Wealth Management
North Carolina
$226K
MAM
693
Marotta Asset Management
Virginia
$226K
FA
694
FDx Advisors
Illinois
$226K
CMP
695
Coston McIsaac & Partners
Maine
$226K
Empower Advisory Group
696
Empower Advisory Group
Colorado
$226K
NEPWA
697
New England Private Wealth Advisors
Massachusetts
$225K
SWP
698
Summit Wealth Partners
Florida
$225K
BTI
699
Blue Trust Inc
Georgia
$224K
OC
700
Oarsman Capital
Wisconsin
$224K