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
BMWS
151
Brady Martz Wealth Solutions
North Dakota
$4.48M
RFC
152
Regions Financial Corp
Alabama
$4.44M
MT
153
Midwest Trust
Kansas
$4.41M
BIM
154
Bridges Investment Management
Nebraska
$4.29M
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$4.29M
AG
156
Ascent Group
Virginia
$4.21M
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$4.21M
GIM
158
Glenmede Investment Management
Pennsylvania
$4.08M
Principal Financial Group
159
Principal Financial Group
Iowa
$4.08M
BCI
160
Brinker Capital Investments
Pennsylvania
$4.01M
ATI
161
ARK & TLK Investments
Oklahoma
$3.98M
FFL
162
Future Fund LLC
Illinois
$3.91M
VA
163
VestGen Advisors
Illinois
$3.86M
CWM
164
Connecticut Wealth Management
Connecticut
$3.86M
FWP
165
Falcon Wealth Planning
California
$3.85M
CHC
166
City Holding Co
West Virginia
$3.69M
FCP
167
Fidelis Capital Partners
Florida
$3.67M
WFS
168
Widmann Financial Services
Maryland
$3.65M
VW
169
Vance Wealth
California
$3.59M
KCM
170
Kennedy Capital Management
Missouri
$3.58M
SFG
171
Sage Financial Group
Pennsylvania
$3.45M
HAFS
172
Hapanowicz & Associates Financial Services
Pennsylvania
$3.45M
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$3.42M
QCM
174
Quantinno Capital Management
New York
$3.4M
MCA
175
MSH Capital Advisors
Arizona
$3.32M