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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
ITIM
801
Indiana Trust & Investment Management
Indiana
$48.9K
FG
802
Fairman Group
Pennsylvania
$47.7K
WW
803
Winnow Wealth
Texas
$47.6K
JFA
804
JNBA Financial Advisors
Minnesota
$47.3K
PAM
805
Palisade Asset Management
Minnesota
$43.3K
GWSG
806
GPS Wealth Strategies Group
Colorado
$42.4K
HPC
807
HM Payson & Co
Maine
$41.9K
CWM
808
Copia Wealth Management
Oregon
$41.9K
KB
809
Kimelman & Baird
New York
$39.7K
HWM
810
Horizons Wealth Management
North Carolina
$39K
AC
811
AlphaCore Capital
California
$38K
WAG
812
Windsor Advisory Group
Ohio
$37.7K
GEA
813
Glen Eagle Advisors
New Jersey
$36.9K
TIM
814
Tortoise Investment Management
New York
$36.7K
IRC
815
Investors Research Corp
Georgia
$36.2K
RFA
816
Register Financial Advisors
Georgia
$35.5K
CBT
817
Crews Bank & Trust
Florida
$35.3K
NWM
818
Nova Wealth Management
Florida
$35.2K
ICCON
819
Investment Counsel Company of Nevada
Nevada
$35.1K
TCOT
820
Trust Company of Toledo
Ohio
$35.1K
LWMI
821
Legacy Wealth Management (Idaho)
Idaho
$34.8K
CFFP
822
Center for Financial Planning
Michigan
$34.6K
HFS
823
Hughes Financial Services
Virginia
$34.4K
GWP
824
Gen-Wealth Partners
Michigan
$33.7K
CSB
825
City State Bank
Iowa
$33.5K