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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
MML Investors Services
101
MML Investors Services
Massachusetts
$9.93M
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$9.55M
TFCP
103
Twin Focus Capital Partners
Massachusetts
$9.55M
UB
104
UMB Bank
Missouri
$9.52M
XF
105
XML Financial
Maryland
$9.29M
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.27M
Bank of New York Mellon
107
Bank of New York Mellon
New York
$8.82M
HBS
108
Howard Bailey Securities
Indiana
$8.79M
NA
109
NewEdge Advisors
Louisiana
$8.51M
AI
110
Accredited Investors
Minnesota
$8.47M
PAS
111
Park Avenue Securities
New York
$8.17M
IWA
112
Inspirion Wealth Advisors
Illinois
$8M
MCCA
113
Mill Creek Capital Advisors
Pennsylvania
$7.96M
SA
114
Sanctuary Advisors
Indiana
$7.79M
IWM
115
Inlight Wealth Management
Georgia
$7.71M
PAG
116
Private Advisor Group
New Jersey
$7.48M
PIA
117
Powell Investment Advisors
Florida
$7.37M
CG
118
Corundum Group
Colorado
$7.28M
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$7.13M
KFP
120
KMG Fiduciary Partners
Ohio
$7.07M
JJBC
121
James J. Burns & Company
New York
$6.93M
MWM
122
Modera Wealth Management
New Jersey
$6.75M
ML
123
McAdam LLC
Pennsylvania
$6.63M
CI
124
Conning Inc
Connecticut
$6.57M
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$6.54M