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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
GSWM
776
Golden State Wealth Management
California
$87.2K
ST
777
Smithfield Trust
Pennsylvania
$86K
AT
778
Avalon Trust
New Mexico
$83.8K
PWM
779
Provident Wealth Management
Tennessee
$83.2K
FFA
780
Founders Financial Alliance
North Carolina
$80.3K
ADL
781
Asset Dedication LLC
California
$80K
BBPWM
782
Blue Bell Private Wealth Management
Pennsylvania
$77.7K
UCB
783
United Community Bank
South Carolina
$75.6K
RTC
784
Riverview Trust Company
Washington
$72.6K
OIA
785
Optimum Investment Advisors
Illinois
$72.1K
BLC
786
Brown, Lisle/Cummings
Rhode Island
$72.1K
FCG
787
Financial Connections Group
California
$72K
ME
788
McIlrath & Eck
Washington
$71.7K
SS
789
Sunbelt Securities
Texas
$71.3K
AAG
790
Armstrong Advisory Group
Massachusetts
$70.3K
RFP
791
Root Financial Partners
California
$70.1K
PWMG
792
Private Wealth Management Group
New Jersey
$70.1K
AIC
793
Archer Investment Corporation
Indiana
$70.1K
NSIM
794
North Star Investment Management
Illinois
$69K
BGIM
795
Brandywine Global Investment Management
Pennsylvania
$68.3K
EPAM
796
Evelyn Partners Asset Management
$67.5K
SIS
797
Sound Income Strategies
Florida
$65.2K
BSB
798
Bangor Savings Bank
Maine
$65.1K
OA
799
Operose Advisors
Wisconsin
$64.9K
CTA
800
Colonial Trust Advisors
South Carolina
$62.9K