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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
VWWMG
876
Vermillion & White Wealth Management Group
Pennsylvania
$13.1K
ATS
877
Ashton Thomas Securities
New York
$12.8K
MG
878
MilWealth Group
Wisconsin
$12.3K
M
879
MOTCO
Texas
$12.2K
HWA
880
HHM Wealth Advisors
Tennessee
$10.9K
RMP
881
Richards, Merrill & Peterson
Washington
$10.8K
SRCM
882
Signature Resources Capital Management
California
$10.8K
PP
883
Pingora Partners
Wyoming
$10.5K
RP
884
Rice Partnership
Hawaii
$10.1K
CCM
885
Cloud Capital Management
Washington
$10K
VWM
886
Vermillion Wealth Management
Minnesota
$9.92K
CSC
887
Caldwell Sutter Capital
California
$9.08K
OL
888
one8zero8 LLC
North Carolina
$9.08K
BCM
889
Blume Capital Management
California
$9.08K
LFG
890
Larson Financial Group
Missouri
$8.87K
TVWM
891
Tower View Wealth Management
Wisconsin
$8.46K
MFT
892
Moisand Fitzgerald Tamayo
Florida
$8.1K
APCM
893
Alaska Permanent Capital Management
Alaska
$7.69K
DFC
894
DB Fitzpatrick & Co
Idaho
$7.68K
BIM
895
Breakwater Investment Management
Washington
$7.68K
AT
896
Arlington Trust
Alabama
$7.4K
KFP
897
Kerr Financial Planning
California
$7.01K
PWA
898
Provenance Wealth Advisors
Florida
$6.8K
MFC
899
Morris Financial Concepts
South Carolina
$6.27K
CCC
900
Chelsea Counsel Company
California
$5.87K