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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
OHWP
751
Oak Harbor Wealth Partners
North Carolina
$120K
CFD
752
Creative Financial Designs
Indiana
$119K
HPIA
753
Hamilton Point Investment Advisors
North Carolina
$114K
PK
754
Pflug Koory
Nebraska
$113K
BFS
755
Bare Financial Services
Pennsylvania
$110K
AA
756
Addison Advisors
Vermont
$104K
RIA
757
Realta Investment Advisors
Delaware
$101K
TC
758
Trust Company
Kansas
$100K
VNIM
759
Vaughan Nelson Investment Management
Texas
$96.4K
HAP
760
Harbor Asset Planning
Massachusetts
$95.8K
SC
761
Steph & Co
Wisconsin
$94.8K
NRC
762
New Republic Capital
North Carolina
$94.8K
CPA
763
Cardiff Park Advisors
California
$94.2K
S
764
SignatureFD
Georgia
$93.6K
CIAS
765
Capital Investment Advisory Services
North Carolina
$92K
GA
766
GoalVest Advisory
New York
$91.9K
GTAM
767
Global Trust Asset Management
Florida
$88.2K
RF
768
Rossby Financial
Florida
$87.7K
GSWM
769
Golden State Wealth Management
California
$87.2K
ST
770
Smithfield Trust
Pennsylvania
$86K
AT
771
Avalon Trust
New Mexico
$83.8K
PWM
772
Provident Wealth Management
Tennessee
$83.2K
FFA
773
Founders Financial Alliance
North Carolina
$80.3K
ADL
774
Asset Dedication LLC
California
$80K
BBPWM
775
Blue Bell Private Wealth Management
Pennsylvania
$77.7K