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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
AIM
726
Anchor Investment Management
South Carolina
$182K
OC
727
Oakworth Capital
Alabama
$179K
EB
728
Eastern Bank
Massachusetts
$176K
CF
729
Centaurus Financial
California
$175K
SWA
730
SOA Wealth Advisors
New York
$167K
TAM
731
Townsend Asset Management
North Carolina
$164K
GA
732
Guerra Advisors
Florida
$162K
TCOV
733
Trust Company of Vermont
Vermont
$161K
DJSG
734
D.J. St. Germain
Massachusetts
$160K
National Bank of Canada
735
National Bank of Canada
Quebec, Canada
$157K
RWM
736
Rialto Wealth Management
New York
$156K
AG
737
AmeriFlex Group
Nevada
$155K
KHC
738
Koesten Hirschmann & Crabtree
Kansas
$155K
PWMG
739
Prestige Wealth Management Group
New Jersey
$153K
RFS
740
Richardson Financial Services
Massachusetts
$142K
CI
741
CX Institutional
Indiana
$141K
EWP
742
Elevation Wealth Partners
California
$141K
HNW
743
High Note Wealth
Minnesota
$139K
DSC
744
Duncker Streett & Co
Missouri
$134K
CFG
745
Clayton Financial Group
Missouri
$133K
DWA
746
Dougherty Wealth Advisers
Minnesota
$132K
MCA
747
Midwest Capital Advisors
Michigan
$127K
MPCG
748
Matrix Private Capital Group
New York
$125K
CCM
749
Cutler Capital Management
Massachusetts
$124K
CBT
750
CoreFirst Bank & Trust
Kansas
$121K