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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
HC
851
Hara Capital
Washington
$20.7K
HNB
852
Hilltop National Bank
Wyoming
$20.5K
SIC
853
Salem Investment Counselors
North Carolina
$20.1K
CIA
854
Cape Investment Advisory
Georgia
$19.4K
WCM
855
Winthrop Capital Management
Indiana
$19K
RIL
856
Rothschild Investment LLC
Illinois
$18.7K
FMB
857
Field & Main Bank
Kentucky
$18.7K
AWM
858
Abound Wealth Management
Tennessee
$18.5K
MAS
859
MPWM Advisory Solutions
Georgia
$18K
HWP
860
Highline Wealth Partners
California
$17.9K
POIA
861
Pin Oak Investment Advisors
Texas
$17.9K
MPWT
862
MassMutual Private Wealth & Trust
Connecticut
$17.5K
OWP
863
ORG Wealth Partners
Texas
$17K
MLA
864
MB, Levis & Associates
Pennsylvania
$16.6K
HHGA
865
Halbert Hargrove Global Advisors
California
$15.8K
CFO
866
CVA Family Office
Colorado
$15.6K
CT
867
Clearstead Trust
Maine
$15.5K
FRA
868
Front Row Advisors
California
$15.2K
EWM
869
Evermay Wealth Management
Virginia
$15K
PSFG
870
Park Square Financial Group
Georgia
$14.1K
CAL
871
Capital Advisors Ltd
Ohio
$14K
AWM
872
Activest Wealth Management
Florida
$13.9K
ANBT
873
American National Bank & Trust
Texas
$13.1K
VWWMG
874
Vermillion & White Wealth Management Group
Pennsylvania
$13.1K
ATS
875
Ashton Thomas Securities
New York
$12.8K