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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
MG
876
MilWealth Group
Wisconsin
$12.3K
M
877
MOTCO
Texas
$12.2K
HWA
878
HHM Wealth Advisors
Tennessee
$10.9K
RMP
879
Richards, Merrill & Peterson
Washington
$10.8K
SRCM
880
Signature Resources Capital Management
California
$10.8K
PP
881
Pingora Partners
Wyoming
$10.5K
RP
882
Rice Partnership
Hawaii
$10.1K
CCM
883
Cloud Capital Management
Washington
$10K
VWM
884
Vermillion Wealth Management
Minnesota
$9.92K
OL
885
one8zero8 LLC
North Carolina
$9.08K
CSC
886
Caldwell Sutter Capital
California
$9.08K
BCM
887
Blume Capital Management
California
$9.08K
LFG
888
Larson Financial Group
Missouri
$8.87K
TVWM
889
Tower View Wealth Management
Wisconsin
$8.46K
MFT
890
Moisand Fitzgerald Tamayo
Florida
$8.1K
APCM
891
Alaska Permanent Capital Management
Alaska
$7.69K
BIM
892
Breakwater Investment Management
Washington
$7.68K
DFC
893
DB Fitzpatrick & Co
Idaho
$7.68K
AT
894
Arlington Trust
Alabama
$7.4K
KFP
895
Kerr Financial Planning
California
$7.01K
PWA
896
Provenance Wealth Advisors
Florida
$6.8K
MFC
897
Morris Financial Concepts
South Carolina
$6.27K
CCC
898
Chelsea Counsel Company
California
$5.87K
FCT
899
First Community Trust
Iowa
$5.73K
NC
900
North Capital
Utah
$5.73K