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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
BWL
826
Bogart Wealth LLC
Virginia
$33.4K
ACA
827
American Capital Advisory
Idaho
$30.7K
TCA
828
Trifecta Capital Advisors
Illinois
$30.7K
BONH
829
Bank of New Hampshire
New Hampshire
$29.9K
TCM
830
Triumph Capital Management
Colorado
$29.5K
RPC
831
Rossmore Private Capital
Connecticut
$29.3K
FC
832
Financial Consulate
Maryland
$28.9K
WIM
833
Westside Investment Management
California
$28K
BAM
834
Bellevue Asset Management
Washington
$27.9K
MFC
835
Mechanics Financial Corp
Ohio
$27.5K
RA
836
Rise Advisors
New York
$27.3K
PIP
837
Peachtree Investment Partners
Florida
$26.9K
TTIC
838
Tower Trust & Investment Company
Iowa
$26.5K
AW
839
Avion Wealth
Texas
$26K
BFPW
840
BOK Financial Private Wealth
Colorado
$25.3K
CYG
841
Clean Yield Group
Vermont
$24.9K
RF
842
Roxbury Financial
New Jersey
$24.7K
FGAM
843
Financial Gravity Asset Management
Texas
$23.7K
AFG
844
Albion Financial Group
Utah
$22.6K
HC
845
Hara Capital
Washington
$20.7K
HNB
846
Hilltop National Bank
Wyoming
$20.5K
SIC
847
Salem Investment Counselors
North Carolina
$20.1K
WCM
848
Winthrop Capital Management
Indiana
$19K
RIL
849
Rothschild Investment LLC
Illinois
$18.7K
FMB
850
Field & Main Bank
Kentucky
$18.7K