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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
MCA
751
Midwest Capital Advisors
Michigan
$127K
MPCG
752
Matrix Private Capital Group
New York
$125K
CCM
753
Cutler Capital Management
Massachusetts
$124K
CBT
754
CoreFirst Bank & Trust
Kansas
$121K
OHWP
755
Oak Harbor Wealth Partners
North Carolina
$120K
CFD
756
Creative Financial Designs
Indiana
$119K
HPIA
757
Hamilton Point Investment Advisors
North Carolina
$114K
PK
758
Pflug Koory
Nebraska
$113K
BFS
759
Bare Financial Services
Pennsylvania
$110K
HIW
760
Holos Integrated Wealth
Pennsylvania
$104K
AA
761
Addison Advisors
Vermont
$104K
RIA
762
Realta Investment Advisors
Delaware
$101K
TC
763
Trust Company
Kansas
$100K
VNIM
764
Vaughan Nelson Investment Management
Texas
$96.4K
HAP
765
Harbor Asset Planning
Massachusetts
$95.8K
SC
766
Steph & Co
Wisconsin
$94.8K
NRC
767
New Republic Capital
North Carolina
$94.8K
CPA
768
Cardiff Park Advisors
California
$94.2K
S
769
SignatureFD
Georgia
$93.6K
CIAS
770
Capital Investment Advisory Services
North Carolina
$92K
GA
771
GoalVest Advisory
New York
$91.9K
GTAM
772
Global Trust Asset Management
Florida
$88.2K
RF
773
Rossby Financial
Florida
$87.7K
GSWM
774
Golden State Wealth Management
California
$87.2K
ST
775
Smithfield Trust
Pennsylvania
$86K