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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
AT
776
Avalon Trust
New Mexico
$83.8K
PWM
777
Provident Wealth Management
Tennessee
$83.2K
FFA
778
Founders Financial Alliance
North Carolina
$80.3K
ADL
779
Asset Dedication LLC
California
$80K
BBPWM
780
Blue Bell Private Wealth Management
Pennsylvania
$77.7K
UCB
781
United Community Bank
South Carolina
$75.6K
RTC
782
Riverview Trust Company
Washington
$72.6K
OIA
783
Optimum Investment Advisors
Illinois
$72.1K
BLC
784
Brown, Lisle/Cummings
Rhode Island
$72.1K
FCG
785
Financial Connections Group
California
$72K
ME
786
McIlrath & Eck
Washington
$71.7K
SS
787
Sunbelt Securities
Texas
$71.3K
AAG
788
Armstrong Advisory Group
Massachusetts
$70.3K
RFP
789
Root Financial Partners
California
$70.1K
PWMG
790
Private Wealth Management Group
New Jersey
$70.1K
AIC
791
Archer Investment Corporation
Indiana
$70.1K
NSIM
792
North Star Investment Management
Illinois
$69K
BGIM
793
Brandywine Global Investment Management
Pennsylvania
$68.3K
EPAM
794
Evelyn Partners Asset Management
$67.5K
SIS
795
Sound Income Strategies
Florida
$65.2K
BSB
796
Bangor Savings Bank
Maine
$65.1K
OA
797
Operose Advisors
Wisconsin
$64.9K
CTA
798
Colonial Trust Advisors
South Carolina
$62.9K
CPG
799
Cornerstone Planning Group
New Jersey
$60.4K
HWA
800
Heartwood Wealth Advisors
Virginia
$57.1K