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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
CCM
876
Cloud Capital Management
Washington
$10K
VWM
877
Vermillion Wealth Management
Minnesota
$9.92K
CSC
878
Caldwell Sutter Capital
California
$9.08K
OL
879
one8zero8 LLC
North Carolina
$9.08K
BCM
880
Blume Capital Management
California
$9.08K
LFG
881
Larson Financial Group
Missouri
$8.87K
TVWM
882
Tower View Wealth Management
Wisconsin
$8.46K
MFT
883
Moisand Fitzgerald Tamayo
Florida
$8.1K
APCM
884
Alaska Permanent Capital Management
Alaska
$7.69K
DFC
885
DB Fitzpatrick & Co
Idaho
$7.68K
BIM
886
Breakwater Investment Management
Washington
$7.68K
AT
887
Arlington Trust
Alabama
$7.4K
KFPC
888
KERR FINANCIAL PLANNING Corp
California
$7.01K
PWA
889
Provenance Wealth Advisors
Florida
$6.8K
MFC
890
Morris Financial Concepts
South Carolina
$6.27K
CCC
891
Chelsea Counsel Company
California
$5.87K
FCT
892
First Community Trust
Iowa
$5.73K
NC
893
North Capital
Utah
$5.73K
SL
894
Salomon & Ludwin
Virginia
$5.64K
BTD
895
BankPlus Trust Department
Mississippi
$5.59K
AP
896
Atwood & Palmer
Missouri
$5.59K
CFS
897
Compass Financial Services
Iowa
$5.45K
1L
898
10Elms LLP
Oklahoma
$5.17K
HFS
899
Hantz Financial Services
Michigan
$5K
TSMHT
900
Thurston Springer Miller Herd & Titak
Indiana
$4.75K