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iShares Russell Mid-Cap Value ETF

927 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 83 funds opening new positions, 281 increasing their positions, 306 reducing their positions, and 52 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: 281 | Existing positions reduced: 306

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
927
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
VCM
726
Versant Capital Management
Arizona
$195K
GI
727
GAMMA Investing
California
$194K
RFG
728
REAP Financial Group
Texas
$193K
PGAM
729
Princeton Global Asset Management
New Jersey
$190K
BOJHT
730
Bank of Jackson Hole Trust
Wyoming
$184K
PA
731
Pineridge Advisors
Missouri
$184K
AIM
732
Anchor Investment Management
South Carolina
$182K
OC
733
Oakworth Capital
Alabama
$179K
EB
734
Eastern Bank
Massachusetts
$176K
CF
735
Centaurus Financial
California
$175K
SWA
736
SOA Wealth Advisors
New York
$167K
TAM
737
Townsend Asset Management
North Carolina
$164K
GA
738
Guerra Advisors
Florida
$162K
TCOV
739
Trust Company of Vermont
Vermont
$161K
DJSG
740
D.J. St. Germain
Massachusetts
$160K
National Bank of Canada
741
National Bank of Canada
Quebec, Canada
$157K
RWM
742
Rialto Wealth Management
New York
$156K
AG
743
AmeriFlex Group
Nevada
$155K
KHC
744
Koesten Hirschmann & Crabtree
Kansas
$155K
PWMG
745
Prestige Wealth Management Group
New Jersey
$153K
RFS
746
Richardson Financial Services
Massachusetts
$142K
CI
747
CX Institutional
Indiana
$141K
EWP
748
Elevation Wealth Partners
California
$141K
HNW
749
High Note Wealth
Minnesota
$139K
DSC
750
Duncker Streett & Co
Missouri
$134K