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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
CFG
751
Clayton Financial Group
Missouri
$133K
DWA
752
Dougherty Wealth Advisers
Minnesota
$132K
MCA
753
Midwest Capital Advisors
Michigan
$127K
MPCG
754
Matrix Private Capital Group
New York
$125K
CCM
755
Cutler Capital Management
Massachusetts
$124K
CBT
756
CoreFirst Bank & Trust
Kansas
$121K
OHWP
757
Oak Harbor Wealth Partners
North Carolina
$120K
CFD
758
Creative Financial Designs
Indiana
$119K
HPIA
759
Hamilton Point Investment Advisors
North Carolina
$114K
PK
760
Pflug Koory
Nebraska
$113K
BFS
761
Bare Financial Services
Pennsylvania
$110K
HIW
762
Holos Integrated Wealth
Pennsylvania
$104K
AA
763
Addison Advisors
Vermont
$104K
RIA
764
Realta Investment Advisors
Delaware
$101K
TC
765
Trust Company
Kansas
$100K
VNIM
766
Vaughan Nelson Investment Management
Texas
$96.4K
HAP
767
Harbor Asset Planning
Massachusetts
$95.8K
SC
768
Steph & Co
Wisconsin
$94.8K
NRC
769
New Republic Capital
North Carolina
$94.8K
CPA
770
Cardiff Park Advisors
California
$94.2K
S
771
SignatureFD
Georgia
$93.6K
CIAS
772
Capital Investment Advisory Services
North Carolina
$92K
GA
773
GoalVest Advisory
New York
$91.9K
GTAM
774
Global Trust Asset Management
Florida
$88.2K
RF
775
Rossby Financial
Florida
$87.7K