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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
NWAG
951
Net Worth Advisory Group
Utah
GI
952
GAMCO Investors
Connecticut
BA
953
Bristlecone Advisors
Washington
KIM
954
Kestra Investment Management
Texas
OW
955
Olistico Wealth
Oklahoma
GM
956
GeoWealth Management
Illinois
RI
957
Ridgewood Investments
New Jersey
BCMLT
958
Beacon Capital Management LLC (Tennessee)
Tennessee
EC
959
Elequin Capital
New York
MYIA
960
Mount Yale Investment Advisors
Colorado
CIA
961
Choate Investment Advisors
Massachusetts
HR
962
Howe & Rusling
New York
GWANC
963
Guardian Wealth Advisors (North Carolina)
North Carolina
CWM
964
CarsonAllaria Wealth Management
Illinois
MA
965
Montag & Associates
Georgia
IF
966
Integrity Financial
Wyoming
BFP
967
Briaud Financial Planning
Texas
BIG
968
Brooklyn Investment Group
New York
Qube Research & Technologies (QRT)
969
Qube Research & Technologies (QRT)
United Kingdom
SC
970
Stephens Consulting
Michigan
MWM
971
MorganRosel Wealth Management
Colorado
BL
972
BFSG LLC
California
MHR
973
Matthew Hamilton Rosenberg
MSWA
974
Marshall & Sterling Wealth Advisors
New York
AWM
975
Angeles Wealth Management
California