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