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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
RFC
151
Regions Financial Corp
Alabama
$4.44M
MT
152
Midwest Trust
Kansas
$4.41M
BIM
153
Bridges Investment Management
Nebraska
$4.29M
T. Rowe Price Associates
154
T. Rowe Price Associates
Maryland
$4.29M
AG
155
Ascent Group
Virginia
$4.21M
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$4.21M
GIM
157
Glenmede Investment Management
Pennsylvania
$4.08M
Principal Financial Group
158
Principal Financial Group
Iowa
$4.08M
BCI
159
Brinker Capital Investments
Pennsylvania
$4.01M
ATI
160
ARK & TLK Investments
Oklahoma
$3.98M
FFL
161
Future Fund LLC
Illinois
$3.91M
VA
162
VestGen Advisors
Illinois
$3.86M
CWM
163
Connecticut Wealth Management
Connecticut
$3.86M
FWP
164
Falcon Wealth Planning
California
$3.85M
CHC
165
City Holding Co
West Virginia
$3.69M
FCP
166
Fidelis Capital Partners
Florida
$3.67M
WFS
167
Widmann Financial Services
Maryland
$3.65M
VW
168
Vance Wealth
California
$3.59M
KCM
169
Kennedy Capital Management
Missouri
$3.58M
SFG
170
Sage Financial Group
Pennsylvania
$3.45M
HAFS
171
Hapanowicz & Associates Financial Services
Pennsylvania
$3.45M
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$3.42M
QCM
173
Quantinno Capital Management
New York
$3.4M
MCA
174
MSH Capital Advisors
Arizona
$3.32M
HIA
175
Harbor Investment Advisory
Maryland
$3.3M