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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
UCB
776
United Community Bank
South Carolina
$75.6K
RTC
777
Riverview Trust Company
Washington
$72.6K
BLC
778
Brown, Lisle/Cummings
Rhode Island
$72.1K
OIA
779
Optimum Investment Advisors
Illinois
$72.1K
FCG
780
Financial Connections Group
California
$72K
ME
781
McIlrath & Eck
Washington
$71.7K
SS
782
Sunbelt Securities
Texas
$71.3K
AAG
783
Armstrong Advisory Group
Massachusetts
$70.3K
RFP
784
Root Financial Partners
California
$70.1K
PWMG
785
Private Wealth Management Group
New Jersey
$70.1K
AIC
786
Archer Investment Corporation
Indiana
$70.1K
NSIM
787
North Star Investment Management
Illinois
$69K
BGIM
788
Brandywine Global Investment Management
Pennsylvania
$68.3K
EPAM
789
Evelyn Partners Asset Management
$67.5K
SIS
790
Sound Income Strategies
Florida
$65.2K
BSB
791
Bangor Savings Bank
Maine
$65.1K
OA
792
Operose Advisors
Wisconsin
$64.9K
CTA
793
Colonial Trust Advisors
South Carolina
$62.9K
CPG
794
Cornerstone Planning Group
New Jersey
$60.4K
HWA
795
Heartwood Wealth Advisors
Virginia
$57.1K
HCM
796
Hollencrest Capital Management
California
$55.7K
BFO
797
Biltmore Family Office
North Carolina
$55.3K
CAM
798
Creekmur Asset Management
Illinois
$55.3K
WTA
799
Washington Trust Advisors
Massachusetts
$55.1K
AIP
800
Ameritas Investment Partners
Nebraska
$53.5K