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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
PWCM
126
Processus Wealth & Capital Management
Tennessee
$6.24M
BFG
127
Bleakley Financial Group
New Jersey
$6.14M
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$6.05M
FPAS
129
Focus Partners Advisor Solutions
Missouri
$5.92M
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$5.68M
NI
131
Nuance Investments
Missouri
$5.63M
NW
132
NewEdge Wealth
Pennsylvania
$5.61M
AWMNH
133
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.58M
MBI
134
May Barnhard Investments
Maryland
$5.55M
AC
135
Aldebaran Capital
Indiana
$5.49M
SW
136
Simplicity Wealth
New Jersey
$5.47M
FMC
137
First Merchants Corp
Indiana
$5.43M
AllianceBernstein
138
AllianceBernstein
Tennessee
$5.39M
KFG
139
Kingdom Financial Group
Arizona
$5.36M
IP
140
Investment Partners
Ohio
$5.35M
ATPW
141
Ashton Thomas Private Wealth
Arizona
$5.3M
WANY
142
Wealthspire Advisors (New York)
New York
$5.29M
MG
143
Mather Group
Illinois
$5.23M
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$5.11M
WMWM
145
Whitaker-Myers Wealth Managers
Ohio
$5.02M
CA
146
CoreCap Advisors
Michigan
$4.84M
LA
147
LWM Advisors
California
$4.63M
CB
148
Community Bank
New York
$4.63M
FFN
149
Focus Financial Network
Minnesota
$4.53M
BMWS
150
Brady Martz Wealth Solutions
North Dakota
$4.48M