IWS icon

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
NRG
901
Nemes Rush Group
Michigan
$4.19K
GF
902
GGM Financials
Ohio
$4.19K
WWM
903
Wolff Wiese Magana
California
$3.91K
JGIA
904
Jackson Grant Investment Advisers
Connecticut
$3.85K
NMG
905
New Millennium Group
Utah
$3.77K
PP
906
Pacifica Partners
Canada
$3.5K
DF
907
Dunhill Financial
United Kingdom
$3.1K
BC
908
Broadwater Capital
Massachusetts
$2.79K
PP
909
PFS Partners
New Jersey
$2.65K
FIM
910
FWL Investment Management
Texas
$2.51K
CT
911
Caldwell Trust
Florida
$2.37K
WWA
912
Wealth Watch Advisors
Colorado
$2.37K
FDW
913
Fourth Dimension Wealth
Ohio
$2.37K
GFWA
914
Grey Fox Wealth Advisors
Delaware
$1.26K
KWM
915
Kiker Wealth Management
Georgia
$978
BIA
916
Bell Investment Advisors
California
$839
LWA
917
Lowe Wealth Advisors
Maryland
$838
MSG
918
Main Street Group
Virginia
$559
AAP
919
Arax Advisory Partners
Colorado
HSBC Holdings
920
HSBC Holdings
United Kingdom
SWGC
921
Summit Wealth Group (Colorado)
Colorado
WWA
922
WCG Wealth Advisors
Nevada
CRM
923
Cramer Rosenthal McGlynn
Connecticut
PA
924
Prossimo Advisors
California
Tudor Investment Corp
925
Tudor Investment Corp
Connecticut