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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
RA
51
Rodgers & Associates
Pennsylvania
$24M
MWM
52
Moran Wealth Management
Florida
$23.8M
BPWM
53
Badgley Phelps Wealth Managers
Washington
$23.5M
M&T Bank
54
M&T Bank
New York
$23.4M
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$22.1M
FCAM
56
First Citizens Asset Management
North Carolina
$21.6M
CP
57
Covenant Partners
Tennessee
$21.6M
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$21.4M
AMG
59
Asset Management Group
Connecticut
$21.2M
KAS
60
Kestra Advisory Services
Texas
$20.3M
RFA
61
RTD Financial Advisors
Pennsylvania
$20.2M
FCIS
62
First Citizens Investor Services
North Carolina
$19.7M
BCIM
63
Bishop & Co Investment Management
Pennsylvania
$19.5M
Natixis Advisors
64
Natixis Advisors
Massachusetts
$19.3M
Stifel Financial
65
Stifel Financial
Missouri
$18.8M
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$18.7M
SCM
67
Sterling Capital Management
North Carolina
$17.6M
LFWA
68
LBJ Family Wealth Advisors
Texas
$17.5M
TSW
69
Thompson Siegel & Walmsley
Virginia
$17.5M
Goldman Sachs
70
Goldman Sachs
New York
$17.4M
Corient Private Wealth
71
Corient Private Wealth
Florida
$17.3M
Creative Planning
72
Creative Planning
Kansas
$17.2M
SPIA
73
Steward Partners Investment Advisory
New York
$17M
Northern Trust
74
Northern Trust
Illinois
$16.6M
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$16.5M