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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
CPG
801
Cornerstone Planning Group
New Jersey
$60.4K
HWA
802
Heartwood Wealth Advisors
Virginia
$57.1K
HCM
803
Hollencrest Capital Management
California
$55.7K
BFO
804
Biltmore Family Office
North Carolina
$55.3K
CAM
805
Creekmur Asset Management
Illinois
$55.3K
WTA
806
Washington Trust Advisors
Massachusetts
$55.1K
AIP
807
Ameritas Investment Partners
Nebraska
$53.5K
ITIM
808
Indiana Trust & Investment Management
Indiana
$48.9K
FG
809
Fairman Group
Pennsylvania
$47.7K
WW
810
Winnow Wealth
Texas
$47.6K
JFA
811
JNBA Financial Advisors
Minnesota
$47.3K
APW
812
Aventura Private Wealth
Florida
$45.3K
PPA
813
Painted Porch Advisors
California
$45.3K
PAM
814
Palisade Asset Management
Minnesota
$43.3K
GWSG
815
GPS Wealth Strategies Group
Colorado
$42.4K
HPC
816
HM Payson & Co
Maine
$41.9K
CWM
817
Copia Wealth Management
Oregon
$41.9K
KB
818
Kimelman & Baird
New York
$39.7K
HWM
819
Horizons Wealth Management
North Carolina
$39K
AC
820
AlphaCore Capital
California
$38K
WAG
821
Windsor Advisory Group
Ohio
$37.7K
GEA
822
Glen Eagle Advisors
New Jersey
$36.9K
TIM
823
Tortoise Investment Management
New York
$36.7K
IRC
824
Investors Research Corp
Georgia
$36.2K
RFA
825
Register Financial Advisors
Georgia
$35.5K