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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
FCT
901
First Community Trust
Iowa
$5.73K
NC
902
North Capital
Utah
$5.73K
SL
903
Salomon & Ludwin
Virginia
$5.64K
BTD
904
BankPlus Trust Department
Mississippi
$5.59K
AP
905
Atwood & Palmer
Missouri
$5.59K
CFS
906
Compass Financial Services
Iowa
$5.45K
1L
907
10Elms LLP
Oklahoma
$5.17K
HFS
908
Hantz Financial Services
Michigan
$5K
TSMHT
909
Thurston Springer Miller Herd & Titak
Indiana
$4.75K
NRG
910
Nemes Rush Group
Michigan
$4.19K
GF
911
GGM Financials
Ohio
$4.19K
WWM
912
Wolff Wiese Magana
California
$3.91K
JGIA
913
Jackson Grant Investment Advisers
Connecticut
$3.85K
NMG
914
New Millennium Group
Utah
$3.77K
PP
915
Pacifica Partners
Canada
$3.5K
DF
916
Dunhill Financial
United Kingdom
$3.1K
BC
917
Broadwater Capital
Massachusetts
$2.79K
PP
918
PFS Partners
New Jersey
$2.65K
FIM
919
FWL Investment Management
Texas
$2.51K
CT
920
Caldwell Trust
Florida
$2.37K
WWA
921
Wealth Watch Advisors
Colorado
$2.37K
FDW
922
Fourth Dimension Wealth
Ohio
$2.37K
GFWA
923
Grey Fox Wealth Advisors
Delaware
$1.26K
KG
924
Kilter Group
New York
$978
KWM
925
Kiker Wealth Management
Georgia
$978