IWS icon

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
CBT
826
Crews Bank & Trust
Florida
$35.3K
NWM
827
Nova Wealth Management
Florida
$35.2K
ICCON
828
Investment Counsel Company of Nevada
Nevada
$35.1K
TCOT
829
Trust Company of Toledo
Ohio
$35.1K
LWMI
830
Legacy Wealth Management (Idaho)
Idaho
$34.8K
CFFP
831
Center for Financial Planning
Michigan
$34.6K
HFS
832
Hughes Financial Services
Virginia
$34.4K
GWP
833
Gen-Wealth Partners
Michigan
$33.7K
CSB
834
City State Bank
Iowa
$33.5K
BWL
835
Bogart Wealth LLC
Virginia
$33.4K
TCA
836
Trifecta Capital Advisors
Illinois
$30.7K
ACA
837
American Capital Advisory
Idaho
$30.7K
BONH
838
Bank of New Hampshire
New Hampshire
$29.9K
RPC
839
Rossmore Private Capital
Connecticut
$29.3K
FC
840
Financial Consulate
Maryland
$28.9K
WIM
841
Westside Investment Management
California
$28K
BAM
842
Bellevue Asset Management
Washington
$27.9K
MFC
843
Mechanics Financial Corp
Ohio
$27.5K
RA
844
Rise Advisors
New York
$27.3K
PIP
845
Peachtree Investment Partners
Florida
$26.9K
TTIC
846
Tower Trust & Investment Company
Iowa
$26.5K
AW
847
Avion Wealth
Texas
$26K
BFPW
848
BOK Financial Private Wealth
Colorado
$25.3K
CYG
849
Clean Yield Group
Vermont
$24.9K
RF
850
Roxbury Financial
New Jersey
$24.7K