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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
CIBC World Market
701
CIBC World Market
Ontario, Canada
$218K
HBW
702
Hazlett, Burt & Watson
West Virginia
$218K
RDFA
703
Ritter Daniher Financial Advisory
Ohio
$215K
IBOK
704
Independence Bank of Kentucky
Kentucky
$215K
NCM
705
Neumann Capital Management
California
$213K
MAS
706
Madden Advisory Services
Florida
$211K
AIA
707
Arbor Investment Advisors
North Carolina
$209K
FTC
708
Farmers Trust Company
Ohio
$207K
FSA
709
Financial Sense Advisors
California
$207K
LI
710
LMCG Investments
Massachusetts
$206K
FCFC
711
First Citizens Financial Corp
Iowa
$206K
PFA
712
Portland Financial Advisors
New York
$206K
CCA
713
Cobblestone Capital Advisors
New York
$205K
LG
714
LaFleur & Godfrey
Michigan
$204K
HF
715
HRT Financial
New York
$203K
TTWM
716
TCV Trust & Wealth Management
Virginia
$202K
CTB
717
Country Trust Bank
Illinois
$200K
FCAS
718
First Command Advisory Services
Texas
$197K
Lazard Asset Management
719
Lazard Asset Management
New York
$196K
VCM
720
Versant Capital Management
Arizona
$195K
GI
721
GAMMA Investing
California
$194K
RFG
722
REAP Financial Group
Texas
$193K
PGAM
723
Princeton Global Asset Management
New Jersey
$190K
BOJHT
724
Bank of Jackson Hole Trust
Wyoming
$184K
PA
725
Pineridge Advisors
Missouri
$184K