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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
RWP
176
RWA Wealth Partners
Massachusetts
$3.22M
Brown Advisory
177
Brown Advisory
Maryland
$3.19M
PWAM
178
Private Wealth Asset Management
Iowa
$3.18M
ANB
179
Amarillo National Bank
Texas
$3.16M
SPC
180
Sigma Planning Corp
Michigan
$3.12M
HSA
181
HBK Sorce Advisory
Pennsylvania
$3.12M
OC
182
Oppenheimer & Co
New York
$3.11M
GVAG
183
Great Valley Advisor Group
Delaware
$3.11M
ET
184
Equitable Trust
Tennessee
$3.09M
CCM
185
Condor Capital Management
New Jersey
$3.07M
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$3.07M
NAAA
187
New Age Alpha Advisors
New York
$3.05M
FPF
188
First Pacific Financial
Washington
$2.98M
MEG
189
Millstone Evans Group
Colorado
$2.96M
BOSSRA
190
B.O.S.S. Retirement Advisors
Utah
$2.95M
Citigroup
191
Citigroup
New York
$2.94M
William Blair & Company
192
William Blair & Company
Illinois
$2.94M
SYBT
193
Stock Yards Bank & Trust
Kentucky
$2.92M
FWP
194
FAS Wealth Partners
Kansas
$2.91M
AB
195
Atlas Brown
Kentucky
$2.89M
Financial Engines Advisors
196
Financial Engines Advisors
California
$2.88M
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$2.88M
BJL
198
Brighton Jones LLC
Washington
$2.88M
TA
199
Tectonic Advisors
Texas
$2.84M
AI
200
Auour Investments
Massachusetts
$2.79M