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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$9.55M
TFCP
102
Twin Focus Capital Partners
Massachusetts
$9.55M
UB
103
UMB Bank
Missouri
$9.52M
XF
104
XML Financial
Maryland
$9.29M
PFP
105
Pinnacle Financial Partners
Tennessee
$9.27M
Bank of New York Mellon
106
Bank of New York Mellon
New York
$8.82M
LI
107
LifeWealth Investments
Florida
$8.55M
NA
108
NewEdge Advisors
Louisiana
$8.51M
AI
109
Accredited Investors
Minnesota
$8.47M
PAS
110
Park Avenue Securities
New York
$8.17M
IWA
111
Inspirion Wealth Advisors
Illinois
$8M
MCCA
112
Mill Creek Capital Advisors
Pennsylvania
$7.96M
IWM
113
Inlight Wealth Management
Georgia
$7.71M
PAG
114
Private Advisor Group
New Jersey
$7.48M
PIA
115
Powell Investment Advisors
Florida
$7.37M
CG
116
Corundum Group
Colorado
$7.28M
HBS
117
Howard Bailey Securities
Indiana
$7.14M
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$7.13M
KFP
119
KMG Fiduciary Partners
Ohio
$7.07M
JJBC
120
James J. Burns & Company
New York
$6.93M
MWM
121
Modera Wealth Management
New Jersey
$6.75M
ML
122
McAdam LLC
Pennsylvania
$6.63M
CI
123
Conning Inc
Connecticut
$6.57M
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$6.54M
P
125
&Partners
Tennessee
$6.46M