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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
WIC
201
Whitegate Investment Counselors
New Hampshire
$2.77M
BlackRock
202
BlackRock
New York
$2.76M
QCG
203
Quadrant Capital Group
Ohio
$2.76M
GRP
204
Global Retirement Partners
California
$2.67M
EAM
205
Eukles Asset Management
Ohio
$2.65M
BBHC
206
Brown Brothers Harriman & Co
New York
$2.64M
GWM
207
Geneos Wealth Management
Colorado
$2.6M
TCM
208
Telos Capital Management
California
$2.59M
LWP
209
LMG Wealth Partners
Louisiana
$2.56M
WB
210
WesBanco Bank
West Virginia
$2.54M
WTC
211
WhitTier Trust Company
Nevada
$2.54M
Vanguard Group
212
Vanguard Group
Pennsylvania
$2.48M
CL
213
Choreo LLC
Illinois
$2.44M
SB
214
Strategic Blueprint
Georgia
$2.41M
NFW
215
Noble Family Wealth
Florida
$2.4M
ASN
216
Advisory Services Network
Georgia
$2.39M
FFA
217
First Foundation Advisors
California
$2.39M
NFG
218
Nations Financial Group
Iowa
$2.34M
WT
219
Whittier Trust
California
$2.34M
Cerity Partners
220
Cerity Partners
New York
$2.32M
BEI
221
Benjamin Edwards Inc
Missouri
$2.3M
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$2.29M
Jane Street
223
Jane Street
New York
$2.29M
BP
224
Ballentine Partners
Massachusetts
$2.26M
Fuller & Thaler Asset Management
225
Fuller & Thaler Asset Management
California
$2.19M