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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
ICCON
826
Investment Counsel Company of Nevada
Nevada
$35.1K
TCOT
827
Trust Company of Toledo
Ohio
$35.1K
LWMI
828
Legacy Wealth Management (Idaho)
Idaho
$34.8K
CFFP
829
Center for Financial Planning
Michigan
$34.6K
HFS
830
Hughes Financial Services
Virginia
$34.4K
GWP
831
Gen-Wealth Partners
Michigan
$33.7K
CSB
832
City State Bank
Iowa
$33.5K
BWL
833
Bogart Wealth LLC
Virginia
$33.4K
ACA
834
American Capital Advisory
Idaho
$30.7K
TCA
835
Trifecta Capital Advisors
Illinois
$30.7K
BONH
836
Bank of New Hampshire
New Hampshire
$29.9K
RPC
837
Rossmore Private Capital
Connecticut
$29.3K
FC
838
Financial Consulate
Maryland
$28.9K
WIM
839
Westside Investment Management
California
$28K
BAM
840
Bellevue Asset Management
Washington
$27.9K
MFC
841
Mechanics Financial Corp
Ohio
$27.5K
RA
842
Rise Advisors
New York
$27.3K
PIP
843
Peachtree Investment Partners
Florida
$26.9K
TTIC
844
Tower Trust & Investment Company
Iowa
$26.5K
AW
845
Avion Wealth
Texas
$26K
BFPW
846
BOK Financial Private Wealth
Colorado
$25.3K
CYG
847
Clean Yield Group
Vermont
$24.9K
RF
848
Roxbury Financial
New Jersey
$24.7K
FGAM
849
Financial Gravity Asset Management
Texas
$23.7K
AFG
850
Albion Financial Group
Utah
$22.6K