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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
HIA
176
Harbor Investment Advisory
Maryland
$3.3M
RWP
177
RWA Wealth Partners
Massachusetts
$3.22M
Brown Advisory
178
Brown Advisory
Maryland
$3.19M
PWAM
179
Private Wealth Asset Management
Iowa
$3.18M
ANB
180
Amarillo National Bank
Texas
$3.16M
SPC
181
Sigma Planning Corp
Michigan
$3.12M
HSA
182
HBK Sorce Advisory
Pennsylvania
$3.12M
OC
183
Oppenheimer & Co
New York
$3.11M
GVAG
184
Great Valley Advisor Group
Delaware
$3.11M
ET
185
Equitable Trust
Tennessee
$3.09M
CCM
186
Condor Capital Management
New Jersey
$3.07M
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$3.07M
NAAA
188
New Age Alpha Advisors
New York
$3.05M
FPF
189
First Pacific Financial
Washington
$2.98M
MEG
190
Millstone Evans Group
Colorado
$2.96M
BOSSRA
191
B.O.S.S. Retirement Advisors
Utah
$2.95M
Citigroup
192
Citigroup
New York
$2.94M
William Blair & Company
193
William Blair & Company
Illinois
$2.94M
SYBT
194
Stock Yards Bank & Trust
Kentucky
$2.92M
FWP
195
FAS Wealth Partners
Kansas
$2.91M
AB
196
Atlas Brown
Kentucky
$2.89M
Financial Engines Advisors
197
Financial Engines Advisors
California
$2.88M
Kovitz Investment Group Partners
198
Kovitz Investment Group Partners
Illinois
$2.88M
BJL
199
Brighton Jones LLC
Washington
$2.88M
TA
200
Tectonic Advisors
Texas
$2.84M