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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
RFG
726
REAP Financial Group
Texas
$193K
PGAM
727
Princeton Global Asset Management
New Jersey
$190K
BOJHT
728
Bank of Jackson Hole Trust
Wyoming
$184K
PA
729
Pineridge Advisors
Missouri
$184K
AIM
730
Anchor Investment Management
South Carolina
$182K
OC
731
Oakworth Capital
Alabama
$179K
EB
732
Eastern Bank
Massachusetts
$176K
CF
733
Centaurus Financial
California
$175K
SWA
734
SOA Wealth Advisors
New York
$167K
TAM
735
Townsend Asset Management
North Carolina
$164K
GA
736
Guerra Advisors
Florida
$162K
TCOV
737
Trust Company of Vermont
Vermont
$161K
DJSG
738
D.J. St. Germain
Massachusetts
$160K
National Bank of Canada
739
National Bank of Canada
Quebec, Canada
$157K
RWM
740
Rialto Wealth Management
New York
$156K
AG
741
AmeriFlex Group
Nevada
$155K
KHC
742
Koesten Hirschmann & Crabtree
Kansas
$155K
PWMG
743
Prestige Wealth Management Group
New Jersey
$153K
RFS
744
Richardson Financial Services
Massachusetts
$142K
CI
745
CX Institutional
Indiana
$141K
EWP
746
Elevation Wealth Partners
California
$141K
HNW
747
High Note Wealth
Minnesota
$139K
DSC
748
Duncker Streett & Co
Missouri
$134K
CFG
749
Clayton Financial Group
Missouri
$133K
DWA
750
Dougherty Wealth Advisers
Minnesota
$132K