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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
FGAM
851
Financial Gravity Asset Management
Texas
$23.7K
AFG
852
Albion Financial Group
Utah
$22.6K
HC
853
Hara Capital
Washington
$20.7K
HNB
854
Hilltop National Bank
Wyoming
$20.5K
SIC
855
Salem Investment Counselors
North Carolina
$20.1K
CIA
856
Cape Investment Advisory
Georgia
$19.4K
WCM
857
Winthrop Capital Management
Indiana
$19K
RIL
858
Rothschild Investment LLC
Illinois
$18.7K
FMB
859
Field & Main Bank
Kentucky
$18.7K
AWM
860
Abound Wealth Management
Tennessee
$18.5K
MAS
861
MPWM Advisory Solutions
Georgia
$18K
HWP
862
Highline Wealth Partners
California
$17.9K
POIA
863
Pin Oak Investment Advisors
Texas
$17.9K
MPWT
864
MassMutual Private Wealth & Trust
Connecticut
$17.5K
OWP
865
ORG Wealth Partners
Texas
$17K
MLA
866
MB, Levis & Associates
Pennsylvania
$16.6K
HHGA
867
Halbert Hargrove Global Advisors
California
$15.8K
CFO
868
CVA Family Office
Colorado
$15.6K
CT
869
Clearstead Trust
Maine
$15.5K
FRA
870
Front Row Advisors
California
$15.2K
EWM
871
Evermay Wealth Management
Virginia
$15K
PSFG
872
Park Square Financial Group
Georgia
$14.1K
CAL
873
Capital Advisors Ltd
Ohio
$14K
AWM
874
Activest Wealth Management
Florida
$13.9K
ANBT
875
American National Bank & Trust
Texas
$13.1K