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iShares Russell Mid-Cap Value ETF

917 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, 276 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: 276 | Existing positions reduced: 304

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
917
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
FTS
76
Fifth Third Securities
Ohio
$16M
APP
77
Avantax Planning Partners
Iowa
$15.6M
FWM
78
FSA Wealth Management
Massachusetts
$15.5M
WA
79
Waverly Advisors
Alabama
$14.8M
Baird Financial Group
80
Baird Financial Group
Wisconsin
$14.6M
PCG
81
Prosperity Consulting Group
Maryland
$14.1M
Comerica Bank
82
Comerica Bank
Texas
$13.8M
AssetMark Inc
83
AssetMark Inc
California
$13.8M
ECM
84
Evergreen Capital Management
Washington
$13.7M
BF
85
BOK Financial
Oklahoma
$12.9M
OAM
86
Occidental Asset Management
California
$12.7M
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$12.3M
JIC
88
Johnson Investment Counsel
Ohio
$12.2M
CA
89
Clearstead Advisors
Ohio
$11.8M
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$11.8M
MCM
91
MAI Capital Management
Ohio
$11.5M
BCWM
92
Bartlett & Co Wealth Management
Ohio
$11.3M
FHC
93
First Horizon Corporation
Tennessee
$11.1M
KPWS
94
Kestra Private Wealth Services
Texas
$11.1M
SC
95
Savant Capital
Illinois
$10.9M
JFG
96
JMG Financial Group
Illinois
$10.6M
SF
97
Synovus Financial
Georgia
$10.5M
EARNEST Partners
98
EARNEST Partners
Georgia
$10.4M
WFA
99
WestHill Financial Advisors
California
$10.4M
MML Investors Services
100
MML Investors Services
Massachusetts
$9.93M