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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
AWM
851
Abound Wealth Management
Tennessee
$18.5K
MAS
852
MPWM Advisory Solutions
Georgia
$18K
HWP
853
Highline Wealth Partners
California
$17.9K
POIA
854
Pin Oak Investment Advisors
Texas
$17.9K
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$17.5K
OWP
856
ORG Wealth Partners
Texas
$17K
MLA
857
MB, Levis & Associates
Pennsylvania
$16.6K
HHGA
858
Halbert Hargrove Global Advisors
California
$15.8K
CFO
859
CVA Family Office
Colorado
$15.6K
CT
860
Clearstead Trust
Maine
$15.5K
FRA
861
Front Row Advisors
California
$15.2K
EWM
862
Evermay Wealth Management
Virginia
$15K
PSFG
863
Park Square Financial Group
Georgia
$14.1K
CAL
864
Capital Advisors Ltd
Ohio
$14K
AWM
865
Activest Wealth Management
Florida
$13.9K
ANBT
866
American National Bank & Trust
Texas
$13.1K
VWWMG
867
Vermillion & White Wealth Management Group
Pennsylvania
$13.1K
ATS
868
Ashton Thomas Securities
New York
$12.8K
MG
869
MilWealth Group
Wisconsin
$12.3K
M
870
MOTCO
Texas
$12.2K
HWA
871
HHM Wealth Advisors
Tennessee
$10.9K
RMP
872
Richards, Merrill & Peterson
Washington
$10.8K
SRCM
873
Signature Resources Capital Management
California
$10.8K
PP
874
Pingora Partners
Wyoming
$10.5K
RP
875
Rice Partnership
Hawaii
$10.1K