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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
SL
901
Salomon & Ludwin
Virginia
$5.64K
BTD
902
BankPlus Trust Department
Mississippi
$5.59K
AP
903
Atwood & Palmer
Missouri
$5.59K
CFS
904
Compass Financial Services
Iowa
$5.45K
1L
905
10Elms LLP
Oklahoma
$5.17K
HFS
906
Hantz Financial Services
Michigan
$5K
TSMHT
907
Thurston Springer Miller Herd & Titak
Indiana
$4.75K
NRG
908
Nemes Rush Group
Michigan
$4.19K
GF
909
GGM Financials
Ohio
$4.19K
WWM
910
Wolff Wiese Magana
California
$3.91K
JGIA
911
Jackson Grant Investment Advisers
Connecticut
$3.85K
NMG
912
New Millennium Group
Utah
$3.77K
PP
913
Pacifica Partners
Canada
$3.5K
DF
914
Dunhill Financial
United Kingdom
$3.1K
BC
915
Broadwater Capital
Massachusetts
$2.79K
PP
916
PFS Partners
New Jersey
$2.65K
FIM
917
FWL Investment Management
Texas
$2.51K
WWA
918
Wealth Watch Advisors
Colorado
$2.37K
CT
919
Caldwell Trust
Florida
$2.37K
FDW
920
Fourth Dimension Wealth
Ohio
$2.37K
GFWA
921
Grey Fox Wealth Advisors
Delaware
$1.26K
KWM
922
Kiker Wealth Management
Georgia
$978
BIA
923
Bell Investment Advisors
California
$839
LWA
924
Lowe Wealth Advisors
Maryland
$838
MSG
925
Main Street Group
Virginia
$559