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iShares Russell Mid-Cap Value ETF

919 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, 278 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: 278 | Existing positions reduced: 304

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
919
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
HFS
901
Hantz Financial Services
Michigan
$5K
TSMHT
902
Thurston Springer Miller Herd & Titak
Indiana
$4.75K
NRG
903
Nemes Rush Group
Michigan
$4.19K
GF
904
GGM Financials
Ohio
$4.19K
WWM
905
Wolff Wiese Magana
California
$3.91K
JGIA
906
Jackson Grant Investment Advisers
Connecticut
$3.85K
NMG
907
New Millennium Group
Utah
$3.77K
PP
908
Pacifica Partners
Canada
$3.5K
DF
909
Dunhill Financial
United Kingdom
$3.1K
BC
910
Broadwater Capital
Massachusetts
$2.79K
PP
911
PFS Partners
New Jersey
$2.65K
FIM
912
FWL Investment Management
Texas
$2.51K
CT
913
Caldwell Trust
Florida
$2.37K
WWA
914
Wealth Watch Advisors
Colorado
$2.37K
FDW
915
Fourth Dimension Wealth
Ohio
$2.37K
GFWA
916
Grey Fox Wealth Advisors
Delaware
$1.26K
KWM
917
Kiker Wealth Management
Georgia
$978
BIA
918
Bell Investment Advisors
California
$839
LWA
919
Lowe Wealth Advisors
Maryland
$838
MSG
920
Main Street Group
Virginia
$559
AAP
921
Arax Advisory Partners
Colorado
HSBC Holdings
922
HSBC Holdings
United Kingdom
SWGC
923
Summit Wealth Group (Colorado)
Colorado
WWA
924
WCG Wealth Advisors
Nevada
CRM
925
Cramer Rosenthal McGlynn
Connecticut