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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
ABC
701
Associated Banc-Corp
Wisconsin
$220K
VC
702
Vicus Capital
Pennsylvania
$220K
QWM
703
Quadcap Wealth Management
Texas
$219K
IAA
704
Independent Advisor Alliance
North Carolina
$219K
CIBC World Market
705
CIBC World Market
Ontario, Canada
$218K
HBW
706
Hazlett, Burt & Watson
West Virginia
$218K
RDFA
707
Ritter Daniher Financial Advisory
Ohio
$215K
IBOK
708
Independence Bank of Kentucky
Kentucky
$215K
NCM
709
Neumann Capital Management
California
$213K
MAS
710
Madden Advisory Services
Florida
$211K
AIA
711
Arbor Investment Advisors
North Carolina
$209K
FTC
712
Farmers Trust Company
Ohio
$207K
FSA
713
Financial Sense Advisors
California
$207K
LI
714
LMCG Investments
Massachusetts
$206K
FCFC
715
First Citizens Financial Corp
Iowa
$206K
PFA
716
Portland Financial Advisors
New York
$206K
CCA
717
Cobblestone Capital Advisors
New York
$205K
LG
718
LaFleur & Godfrey
Michigan
$204K
HF
719
HRT Financial
New York
$203K
TTWM
720
TCV Trust & Wealth Management
Virginia
$202K
CTB
721
Country Trust Bank
Illinois
$200K
FCAS
722
First Command Advisory Services
Texas
$197K
Lazard Asset Management
723
Lazard Asset Management
New York
$196K
VCM
724
Versant Capital Management
Arizona
$195K
GI
725
GAMMA Investing
California
$194K