IWS icon

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
IWA
676
IBEX Wealth Advisors
New Jersey
$235K
LA
677
Legacy Advisors
Pennsylvania
$235K
UIM
678
Unified Investment Management
Georgia
$233K
SAM
679
Synergy Asset Management
Washington
$233K
SFC
680
SYM Financial Corp
Indiana
$232K
PWMAG
681
Pinnacle Wealth Management Advisory Group
New Jersey
$232K
FWMM
682
Foundation Wealth Management (Missouri)
Missouri
$232K
MFG
683
MidWestOne Financial Group
Iowa
$230K
WP
684
WealthShield Partners
North Carolina
$230K
IAG
685
Investmark Advisory Group
Connecticut
$229K
Fiera Capital (Canada)
686
Fiera Capital (Canada)
Quebec, Canada
$228K
CCMG
687
Clark Capital Management Group
Pennsylvania
$228K
BHBT
688
Burke & Herbert Bank & Trust
Virginia
$226K
TSWM
689
Triangle Securities Wealth Management
North Carolina
$226K
MAM
690
Marotta Asset Management
Virginia
$226K
FA
691
FDx Advisors
Illinois
$226K
CMP
692
Coston McIsaac & Partners
Maine
$226K
Empower Advisory Group
693
Empower Advisory Group
Colorado
$226K
NEPWA
694
New England Private Wealth Advisors
Massachusetts
$225K
SWP
695
Summit Wealth Partners
Florida
$225K
NRI
696
NFP Retirement Inc
California
$224K
BTI
697
Blue Trust Inc
Georgia
$224K
OC
698
Oarsman Capital
Wisconsin
$224K
LIA
699
LifePlan Investment Advisors
North Carolina
$223K
TFGT
700
TS Financial Group (TSFG)
Illinois
$222K