IWS icon

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
P
126
&Partners
Tennessee
$6.46M
PWCM
127
Processus Wealth & Capital Management
Tennessee
$6.24M
BFG
128
Bleakley Financial Group
New Jersey
$6.14M
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$6.05M
FPAS
130
Focus Partners Advisor Solutions
Missouri
$5.92M
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$5.68M
NI
132
Nuance Investments
Missouri
$5.63M
NW
133
NewEdge Wealth
Pennsylvania
$5.61M
AWMNH
134
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.58M
MBI
135
May Barnhard Investments
Maryland
$5.55M
AC
136
Aldebaran Capital
Indiana
$5.49M
SW
137
Simplicity Wealth
New Jersey
$5.47M
FMC
138
First Merchants Corp
Indiana
$5.43M
AllianceBernstein
139
AllianceBernstein
Tennessee
$5.39M
KFG
140
Kingdom Financial Group
Arizona
$5.36M
IP
141
Investment Partners
Ohio
$5.35M
ATPW
142
Ashton Thomas Private Wealth
Arizona
$5.3M
WANY
143
Wealthspire Advisors (New York)
New York
$5.29M
MG
144
Mather Group
Illinois
$5.23M
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$5.11M
WMWM
146
Whitaker-Myers Wealth Managers
Ohio
$5.02M
CA
147
CoreCap Advisors
Michigan
$4.84M
LA
148
LWM Advisors
California
$4.63M
CB
149
Community Bank
New York
$4.63M
FFN
150
Focus Financial Network
Minnesota
$4.53M